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Prudent Man Advisors’s Evergy EVRG Stock Holding History

Prudent Man Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Buy
16,492
+6,074
+58% +$480K 0.4% 59
2025
Q4 		$755K Sell
10,418
-14
-0.1% -$1.06K 0.27% 77
2025
Q3 		$793K Sell
10,432
-1,214
-10% -$86.5K 0.29% 69
2025
Q2 		$803K Buy
11,646
+2,592
+29% +$174K 0.25% 91
2025
Q1 		$624K Buy
+9,054
New +$593K 0.23% 105

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Prudent Man Advisors's EVRG Position: Q1 2026 in Review

Prudent Man Advisors increased its Evergy (EVRG) stake by 58% in Q1 2026, buying an estimated $480K and bringing the position to 16,492 shares worth $1.35M. The position accounts for 0.4% of the portfolio, ranked #59.

Prudent Man Advisors first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Prudent Man Advisors held 16,492 shares of Evergy worth $1.35M as of Q1 2026.
  • Prudent Man Advisors bought 6,074 Evergy shares in Q1 2026, an estimated $480K.
  • Evergy made up 0.4% of Prudent Man Advisors's portfolio in Q1 2026, its #59 holding.
  • Prudent Man Advisors first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.