Red Tortoise LLC’s Evergy EVRG Stock Holding History

Red Tortoise LLC’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	$25.6K	Hold	312	–	–	0.01%	176
2025 Q4	$22.6K	Hold	312	–	–	0.01%	184
2025 Q3	$23.7K	Hold	312	–	–	0.01%	176
2025 Q2	$21.5K	Hold	312	–	–	0.01%	166
2025 Q1	$21.5K	Hold	312	–	–	0.01%	150
2024 Q4	$19.2K	Hold	312	–	–	0.01%	169
2024 Q3	$19.3K	Hold	312	–	–	0.01%	168
2024 Q2	$16.5K	Sell	312 -53	-15%	-$2.82K	0.01%	175
2024 Q1	$19.5K	Hold	365	–	–	0.01%	151
2023 Q4	$19.1K	Sell	365 -46	-11%	-$2.31K	0.01%	135
2023 Q3	$20.8K	Hold	411	–	–	0.01%	126
2023 Q2	$24K	Hold	411	–	–	0.02%	123
2023 Q1	$25.1K	Buy	411 +365	+793%	+$22.2K	0.02%	122
2022 Q4	$2.9K	Buy	+46	New	+$2.76K	﹤0.01%	401
2021 Q4	–	Sell	-142	Closed	-$9K	–	211
2021 Q3	$9K	Buy	+142	New	+$9.31K	0.01%	218

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Red Tortoise LLC's EVRG Position: Q1 2026 in Review

Red Tortoise LLC held its Evergy (EVRG) position steady in Q1 2026 at 312 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #176.

Red Tortoise LLC first reported a position in EVRG in Q3 2021 and has held it in 15 quarters since. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Red Tortoise LLC held 312 shares of Evergy worth $25.6K as of Q1 2026.
Red Tortoise LLC left its Evergy share count unchanged in Q1 2026.
Evergy made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #176 holding.
Red Tortoise LLC first reported a position in Evergy in Q3 2021 and has held it in 15 quarters since.
923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.