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Rakuten Investment Management’s Evergy EVRG Stock Holding History

Rakuten Investment Management’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 		$2.79M Buy
34,166
+3,884
+13% +$307K 0.01% 342
2025
Q4 		$2.21M Buy
30,282
+19,812
+189% +$1.5M 0.01% 431
2025
Q3 		$410K Buy
+10,470
New +$746K ﹤0.01% 577
2025
Q1 		$1.43M Buy
+21,020
New +$1.38M 0.01% 443
2024
Q3 		$807K Buy
13,029
+3,241
+33% +$189K ﹤0.01% 383
2024
Q2 		$521K Buy
9,788
+3,611
+58% +$192K ﹤0.01% 389
2024
Q1 		$330K Buy
6,177
+5,609
+988% +$287K ﹤0.01% 392
2023
Q4 		$29.7K Buy
+568
New +$28.6K ﹤0.01% 382

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

Rakuten Investment Management's EVRG Position: Q1 2026 in Review

Rakuten Investment Management increased its Evergy (EVRG) stake by 13% in Q1 2026, buying an estimated $307K and bringing the position to 34,166 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #342.

Rakuten Investment Management first reported a position in EVRG in Q4 2023 and has held it in 8 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Rakuten Investment Management held 34,166 shares of Evergy worth $2.79M as of Q1 2026.
  • Rakuten Investment Management bought 3,884 Evergy shares in Q1 2026, an estimated $307K.
  • Evergy made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #342 holding.
  • Rakuten Investment Management first reported a position in Evergy in Q4 2023 and has held it in 8 quarters since.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.