SHP Wealth Management’s Evergy EVRG Stock Holding History

SHP Wealth 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	$28.3K	Buy	345 +21	+6%	+$1.66K	﹤0.01%	631
2025 Q4	$23.5K	Buy	+324	New	+$24.6K	﹤0.01%	649

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SHP Wealth Management's EVRG Position: Q1 2026 in Review

SHP Wealth Management increased its Evergy (EVRG) stake by 6.5% in Q1 2026, buying an estimated $1.66K and bringing the position to 345 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

SHP Wealth Management first reported a position in EVRG in Q4 2025 and has held it in 2 quarters since. 920 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

SHP Wealth Management held 345 shares of Evergy worth $28.3K as of Q1 2026.
SHP Wealth Management bought 21 Evergy shares in Q1 2026, an estimated $1.66K.
Evergy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #631 holding.
SHP Wealth Management first reported a position in Evergy in Q4 2025 and has held it in 2 quarters since.
920 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

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