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EVRG icon

Sunbelt Securities’s Evergy EVRG Stock Holding History

Sunbelt Securities’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 		$602K Sell
7,348
-520
-7% -$41.1K 0.04% 362
2025
Q4 		$570K Sell
7,868
-172
-2% -$13K 0.04% 362
2025
Q3 		$611K Buy
8,040
+132
+2% +$9.41K 0.04% 338
2025
Q2 		$487K Buy
7,908
+52
+0.7% +$3.5K 0.04% 358
2025
Q1 		$542K Sell
7,856
-52
-0.7% -$3.4K 0.05% 302
2024
Q4 		$486K Buy
7,908
+130
+2% +$8.04K 0.04% 358
2024
Q3 		$482K Buy
7,778
+168
+2% +$9.78K 0.05% 368
2024
Q2 		$403K Sell
7,610
-1
-0% -$53 0.04% 385
2024
Q1 		$406K Buy
7,611
+3,901
+105% +$199K 0.05% 373
2023
Q4 		$194K Buy
3,710
+58
+2% +$2.92K 0.02% 499
2023
Q3 		$185K Buy
3,652
+39
+1% +$2.21K 0.03% 495
2023
Q2 		$211K Buy
3,613
+167
+5% +$10.1K 0.03% 451
2023
Q1 		$208K Buy
3,446
+33
+1% +$2.01K 0.03% 428
2022
Q4 		$215K Sell
3,413
-62
-2% -$3.72K 0.04% 417
2022
Q3 		$206K Buy
3,475
+209
+6% +$14.1K 0.04% 402
2022
Q2 		$213K Buy
3,266
+109
+3% +$7.39K 0.05% 401
2022
Q1 		$216K Sell
3,157
-502
-14% -$32.4K 0.04% 426
2021
Q4 		$239K Buy
3,659
+290
+9% +$18.9K 0.04% 411
2021
Q3 		$217K Hold
3,369
– – 0.04% 412
2021
Q2 		$217K Buy
3,369
+3
+0.1% +$188 0.04% 410
2021
Q1 		$200K Buy
+3,366
New +$186K 0.04% 403

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

Sunbelt Securities's EVRG Position: Q1 2026 in Review

Sunbelt Securities reduced its Evergy (EVRG) stake by 6.6% in Q1 2026, selling an estimated $41.1K and leaving 7,348 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #362.

Sunbelt Securities first reported a position in EVRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $611K in Q3 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Sunbelt Securities held 7,348 shares of Evergy worth $602K as of Q1 2026.
  • Sunbelt Securities sold 520 Evergy shares in Q1 2026, an estimated $41.1K.
  • Evergy made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #362 holding.
  • Sunbelt Securities first reported a position in Evergy in Q1 2021 and has held it in 21 quarters since.
  • Sunbelt Securities's Evergy position peaked at $611K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.