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Raleigh Capital Management’s Evergy EVRG Stock Holding History

Raleigh Capital 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 		$12.6K Buy
154
+1
+0.7% +$79 ﹤0.01% 377
2025
Q4 		$11.1K Sell
153
-25
-14% -$1.9K ﹤0.01% 387
2025
Q3 		$13.5K Buy
178
+2
+1% +$143 0.01% 348
2025
Q2 		$12.2K Buy
176
+1
+0.6% +$67 0.01% 361
2025
Q1 		$12K Sell
175
-174
-50% -$11.4K 0.01% 352
2024
Q4 		$21.5K Buy
349
+178
+104% +$11K 0.01% 442
2024
Q3 		$10.6K Sell
171
-54
-24% -$3.14K ﹤0.01% 579
2024
Q2 		$11.9K Sell
225
-23
-9% -$1.22K 0.01% 536
2024
Q1 		$13.2K Sell
248
-5,025
-95% -$257K 0.01% 501
2023
Q4 		$275K Sell
5,273
-258
-5% -$13K 0.13% 160
2023
Q3 		$280K Buy
5,531
+211
+4% +$12K 0.14% 139
2023
Q2 		$311K Sell
5,320
-155
-3% -$9.36K 0.16% 139
2023
Q1 		$335K Buy
5,475
+188
+4% +$11.4K 0.17% 135
2022
Q4 		$333K Buy
5,287
+168
+3% +$10.1K 0.17% 129
2022
Q3 		$304K Buy
5,119
+322
+7% +$21.7K 0.18% 129
2022
Q2 		$313K Buy
4,797
+313
+7% +$21.2K 0.18% 133
2022
Q1 		$307K Buy
4,484
+749
+20% +$48.3K 0.17% 141
2021
Q4 		$256K Buy
+3,735
New +$243K 0.26% 87

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

Raleigh Capital Management's EVRG Position: Q1 2026 in Review

Raleigh Capital Management increased its Evergy (EVRG) stake by 0.65% in Q1 2026, buying an estimated $79 and bringing the position to 154 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Raleigh Capital Management first reported a position in EVRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $335K in Q1 2023. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Raleigh Capital Management held 154 shares of Evergy worth $12.6K as of Q1 2026.
  • Raleigh Capital Management bought 1 Evergy share in Q1 2026, an estimated $79.
  • Evergy made up ﹤0.01% of Raleigh Capital Management's portfolio in Q1 2026, its #377 holding.
  • Raleigh Capital Management first reported a position in Evergy in Q4 2021 and has held it in 18 quarters since.
  • Raleigh Capital Management's Evergy position peaked at $335K in Q1 2023.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.