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Purpose Unlimited Inc’s Evergy EVRG Stock Holding History

Purpose Unlimited Inc’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 		$3.19K Sell
39
-79
-67% -$6.24K ﹤0.01% 470
2025
Q4 		$8.55K Buy
+118
New +$8.95K ﹤0.01% 321

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Purpose Unlimited Inc's EVRG Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Evergy (EVRG) stake by 67% in Q1 2026, selling an estimated $6.24K and leaving 39 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Purpose Unlimited Inc first reported a position in EVRG in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.55K in Q4 2025. 920 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Purpose Unlimited Inc held 39 shares of Evergy worth $3.19K as of Q1 2026.
  • Purpose Unlimited Inc sold 79 Evergy shares in Q1 2026, an estimated $6.24K.
  • Evergy made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #470 holding.
  • Purpose Unlimited Inc first reported a position in Evergy in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Evergy position peaked at $8.55K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.