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Tucker Asset Management’s Evergy EVRG Stock Holding History

Tucker Asset Management’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
-1,550
Closed -$112K – 587
2025
Q4 		$112K Buy
+1,550
New +$118K 0.03% 176
2025
Q1 		– Sell
-2,294
Closed -$141K – 509
2024
Q4 		$141K Sell
2,294
-517
-18% -$32K 0.02% 189
2024
Q3 		$174K Buy
2,811
+500
+22% +$29.1K 0.04% 162
2024
Q2 		$122K Buy
2,311
+174
+8% +$9.26K 0.03% 222
2024
Q1 		$114K Buy
2,137
+424
+25% +$21.7K 0.03% 252
2023
Q4 		$89.4K Buy
1,713
+374
+28% +$18.8K 0.02% 237
2023
Q3 		$67.9K Buy
1,339
+227
+20% +$12.9K 0.02% 271
2023
Q2 		$65K Sell
1,112
-42
-4% -$2.54K 0.02% 220
2023
Q1 		$70.5K Buy
1,154
+151
+15% +$9.19K 0.02% 189
2022
Q4 		$63.7K Buy
1,003
+247
+33% +$14.8K 0.02% 129
2022
Q3 		$46.2K Buy
756
+203
+37% +$13.7K 0.02% 141
2022
Q2 		$36.1K Sell
553
-37
-6% -$2.51K 0.01% 117
2022
Q1 		$40.3K Hold
590
– – 0.01% 105
2021
Q4 		$40.4K Buy
590
+108
+22% +$7.02K 0.01% 110
2021
Q3 		$30.7K Buy
482
+74
+18% +$4.85K 0.01% 111
2021
Q2 		$24.7K Buy
408
+53
+15% +$3.32K 0.01% 112
2021
Q1 		$21.1K Buy
355
+338
+1,988% +$18.7K 0.01% 135
2020
Q4 		$944 Buy
+17
New +$933 ﹤0.01% 311

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Tucker Asset Management's EVRG Position: Q1 2026 in Review

Tucker Asset Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 1,550 shares — an estimated $112K sold.

Tucker Asset Management first reported a position in EVRG in Q4 2020 and held it in 18 quarters. The position peaked at $174K in Q3 2024. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Tucker Asset Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 1,550 Evergy shares in Q1 2026, an estimated $112K.
  • Tucker Asset Management first reported a position in Evergy in Q4 2020 and held it in 18 quarters.
  • Tucker Asset Management's Evergy position peaked at $174K in Q3 2024.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.