Raymond James Financial
EVRG icon

Raymond James Financial’s Evergy EVRG Stock Holding History

Raymond James Financial’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 		$80.1M Sell
979,024
-43,219
-4% -$3.42M 0.02% 603
2025
Q4 		$74.2M Sell
1,022,243
-19,843
-2% -$1.51M 0.02% 632
2025
Q3 		$79.2M Buy
1,042,086
+117,357
+13% +$8.36M 0.03% 578
2025
Q2 		$63.7M Buy
924,729
+237,620
+35% +$16M 0.02% 634
2025
Q1 		$47.4M Buy
687,109
+159,272
+30% +$10.4M 0.02% 750
2024
Q4 		$32.5M Buy
+527,837
New +$32.6M 0.01% 981

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

Raymond James Financial's EVRG Position: Q1 2026 in Review

Raymond James Financial reduced its Evergy (EVRG) stake by 4.2% in Q1 2026, selling an estimated $3.42M and leaving 979,024 shares worth $80.1M. The position accounts for 0.02% of the portfolio, ranked #603.

Raymond James Financial first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Raymond James Financial held 979,024 shares of Evergy worth $80.1M as of Q1 2026.
  • Raymond James Financial sold 43,219 Evergy shares in Q1 2026, an estimated $3.42M.
  • Evergy made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #603 holding.
  • Raymond James Financial first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.