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Soltis Investment Advisors’s Evergy EVRG Stock Holding History

Soltis Investment Advisors’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
-67,600
Closed -$4.9M – 586
2025
Q4 		$4.9M Buy
67,600
+3,244
+5% +$246K 0.32% 74
2025
Q3 		$4.89M Buy
64,356
+2,624
+4% +$187K 0.34% 71
2025
Q2 		$4.26M Buy
61,732
+4,236
+7% +$285K 0.33% 75
2025
Q1 		$3.96M Sell
57,496
-521
-0.9% -$34.1K 0.35% 79
2024
Q4 		$3.57M Buy
58,017
+3,158
+6% +$195K 0.33% 85
2024
Q3 		$3.4M Buy
54,859
+3,836
+8% +$223K 0.33% 89
2024
Q2 		$2.7M Buy
51,023
+3,141
+7% +$167K 0.29% 94
2024
Q1 		$2.56M Buy
47,882
+1,742
+4% +$89K 0.29% 102
2023
Q4 		$2.41M Buy
+46,140
New +$2.32M 0.27% 99
2022
Q3 		– Sell
-3,212
Closed -$210K – 234
2022
Q2 		$210K Sell
3,212
-7
-0.2% -$475 0.03% 224
2022
Q1 		$220K Buy
3,219
+48
+2% +$3.1K 0.03% 233
2021
Q4 		$218K Buy
+3,171
New +$206K 0.03% 246

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

Soltis Investment Advisors's EVRG Position: Q1 2026 in Review

Soltis Investment Advisors sold out of Evergy (EVRG) in Q1 2026, closing a stake of 67,600 shares — an estimated $4.9M sold.

Soltis Investment Advisors first reported a position in EVRG in Q4 2021 and held it in 12 quarters. The position peaked at $4.9M in Q4 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Soltis Investment Advisors reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 67,600 Evergy shares in Q1 2026, an estimated $4.9M.
  • Soltis Investment Advisors first reported a position in Evergy in Q4 2021 and held it in 12 quarters.
  • Soltis Investment Advisors's Evergy position peaked at $4.9M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.