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Strategic Wealth Partners’s Evergy EVRG Stock Holding History

Strategic Wealth Partners’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 		$71.8K Hold
877
– – 0.01% 450
2025
Q4 		$63.6K Buy
877
+603
+220% +$45.7K ﹤0.01% 478
2025
Q3 		$20.8K Hold
274
– – ﹤0.01% 721
2025
Q2 		$18.9K Buy
+274
New +$18.4K ﹤0.01% 660

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

Strategic Wealth Partners's EVRG Position: Q1 2026 in Review

Strategic Wealth Partners held its Evergy (EVRG) position steady in Q1 2026 at 877 shares worth $71.8K. The position accounts for 0.01% of the portfolio, ranked #450.

Strategic Wealth Partners first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Strategic Wealth Partners held 877 shares of Evergy worth $71.8K as of Q1 2026.
  • Strategic Wealth Partners left its Evergy share count unchanged in Q1 2026.
  • Evergy made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #450 holding.
  • Strategic Wealth Partners first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.