Tidal Investments’s Evergy EVRG Stock Holding History

Tidal Investments’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	$5.68M	Buy	69,544 +43,350	+165%	+$3.43M	0.01%	762
2025 Q4	$1.9M	Buy	26,194 +9,276	+55%	+$704K	﹤0.01%	970
2025 Q3	$1.29M	Buy	16,918 +1,126	+7%	+$80.3K	﹤0.01%	1092
2025 Q2	$1.09M	Buy	15,792 +721	+5%	+$48.5K	0.01%	997
2025 Q1	$1.04M	Sell	15,071 -693	-4%	-$45.4K	0.01%	963
2024 Q4	$970K	Buy	+15,764	New	+$975K	0.01%	1016
2022 Q2	–	Sell	-3,000	Closed	-$205K	–	1130
2022 Q1	$205K	Buy	+3,000	New	+$194K	0.01%	1009

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Tidal Investments's EVRG Position: Q1 2026 in Review

Tidal Investments increased its Evergy (EVRG) stake by 165% in Q1 2026, buying an estimated $3.43M and bringing the position to 69,544 shares worth $5.68M. The position accounts for 0.01% of the portfolio, ranked #762.

Tidal Investments first reported a position in EVRG in Q1 2022 and has held it in 7 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Tidal Investments held 69,544 shares of Evergy worth $5.68M as of Q1 2026.
Tidal Investments bought 43,350 Evergy shares in Q1 2026, an estimated $3.43M.
Evergy made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #762 holding.
Tidal Investments first reported a position in Evergy in Q1 2022 and has held it in 7 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.