SageView Advisory Group’s Evergy EVRG Stock Holding History

SageView Advisory Group’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	–	Sell	-1,964	Closed	-$142K	–	1173
2025 Q4	$142K	Buy	+1,964	New	+$149K	﹤0.01%	704

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SageView Advisory Group's EVRG Position: Q1 2026 in Review

SageView Advisory Group sold out of Evergy (EVRG) in Q1 2026, closing a stake of 1,964 shares — an estimated $142K sold.

SageView Advisory Group first reported a position in EVRG in Q4 2025 and held it in 1 quarter. The position peaked at $142K in Q4 2025. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

SageView Advisory Group reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,964 Evergy shares in Q1 2026, an estimated $142K.
SageView Advisory Group first reported a position in Evergy in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Evergy position peaked at $142K in Q4 2025.
924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.