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Salomon & Ludwin’s Evergy EVRG Stock Holding History

Salomon & Ludwin’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 		$4.72K Hold
57
– – ﹤0.01% 1776
2025
Q4 		$4.12K Hold
57
– – ﹤0.01% 1848
2025
Q3 		$4.37K Buy
+57
New +$4.06K ﹤0.01% 1771
2024
Q2 		– Sell
-39
Closed -$2.08K – 755
2024
Q1 		$2.08K Hold
39
– – ﹤0.01% 720
2023
Q4 		$1.98K Hold
39
– – ﹤0.01% 655
2023
Q3 		$1.98K Buy
+39
New +$2.21K ﹤0.01% 653

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

Salomon & Ludwin's EVRG Position: Q1 2026 in Review

Salomon & Ludwin held its Evergy (EVRG) position steady in Q1 2026 at 57 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Salomon & Ludwin first reported a position in EVRG in Q3 2023 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Salomon & Ludwin held 57 shares of Evergy worth $4.72K as of Q1 2026.
  • Salomon & Ludwin left its Evergy share count unchanged in Q1 2026.
  • Evergy made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1776 holding.
  • Salomon & Ludwin first reported a position in Evergy in Q3 2023 and has held it in 6 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.