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Summit Securities Group’s Evergy EVRG Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-3,600
Closed -$274K – 1077
2025
Q3 		$274K Buy
+3,600
New +$257K 0.06% 233
2020
Q2 		– Sell
-52
Closed -$286K – 429
2020
Q1 		$286K Buy
+52
New +$3.42K 0.05% 214

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

Summit Securities Group's EVRG Position: Q1 2026 in Review

Summit Securities Group reduced its Evergy (EVRG) stake by 89% in Q1 2026, selling an estimated $23.9K and leaving 38 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Summit Securities Group first reported a position in EVRG in Q1 2022 and has held it in 11 quarters since. The position peaked at $314K in Q1 2022. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Summit Securities Group held 38 shares of Evergy worth $3.11K as of Q1 2026.
  • Summit Securities Group sold 303 Evergy shares in Q1 2026, an estimated $23.9K.
  • Evergy made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #878 holding.
  • Summit Securities Group first reported a position in Evergy in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's Evergy position peaked at $314K in Q1 2022.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.