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Sentry Investment Management’s Evergy EVRG Stock Holding History

Sentry Investment 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 		– Sell
-525
Closed -$38K – 172
2025
Q4 		$38K Hold
525
– – 0.03% 423
2025
Q3 		$41K Buy
+525
New +$37.4K 0.03% 409
2025
Q1 		– Sell
-713
Closed -$44K – 493
2024
Q4 		$44K Sell
713
-116
-14% -$7.17K 0.02% 417
2024
Q3 		$51K Buy
+829
New +$48.2K 0.02% 437
2023
Q4 		– Sell
-1,334
Closed -$68K – 484
2023
Q3 		$68K Sell
1,334
-157
-11% -$8.91K 0.03% 424
2023
Q2 		$87K Hold
1,491
– – 0.03% 414
2023
Q1 		$91K Sell
1,491
-39
-3% -$2.37K 0.04% 379
2022
Q4 		$96K Hold
1,530
– – 0.04% 375
2022
Q3 		$91K Hold
1,530
– – 0.04% 370
2022
Q2 		$100K Sell
1,530
-298
-16% -$20.2K 0.05% 366
2022
Q1 		$125K Sell
1,828
-728
-28% -$47K 0.04% 388
2021
Q4 		$175K Buy
2,556
+523
+26% +$34K 0.05% 350
2021
Q3 		$126K Sell
2,033
-297
-13% -$19.5K 0.04% 404
2021
Q2 		$141K Hold
2,330
– – 0.04% 384
2021
Q1 		$139K Sell
2,330
-11,144
-83% -$617K 0.04% 385
2020
Q4 		$748K Hold
13,474
– – 0.04% 360
2020
Q3 		$685K Hold
13,474
– – 0.04% 332
2020
Q2 		$799K Buy
13,474
+43
+0.3% +$2.55K 0.05% 334
2020
Q1 		$739K Hold
13,431
– – 0.05% 271
2019
Q4 		$874K Hold
13,431
– – 0.05% 311
2019
Q3 		$894K Sell
13,431
-2,553
-16% -$161K 0.06% 291
2019
Q2 		$961K Hold
15,984
– – 0.06% 293
2019
Q1 		$928K Sell
15,984
-1,420
-8% -$80.8K 0.06% 285
2018
Q4 		$988K Sell
17,404
-457
-3% -$26.4K 0.07% 267
2018
Q3 		$981K Buy
17,861
+2,700
+18% +$153K 0.06% 298
2018
Q2 		$851K Buy
+15,161
New +$812K 0.06% 331

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sentry Investment Management's EVRG Position: Q1 2026 in Review

Sentry Investment Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 525 shares — an estimated $38K sold.

Sentry Investment Management first reported a position in EVRG in Q2 2018 and held it in 26 quarters. The position peaked at $988K in Q4 2018. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Sentry Investment Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 525 Evergy shares in Q1 2026, an estimated $38K.
  • Sentry Investment Management first reported a position in Evergy in Q2 2018 and held it in 26 quarters.
  • Sentry Investment Management's Evergy position peaked at $988K in Q4 2018.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.