UBS Group’s Evergy EVRG Stock Holding History

UBS 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	-7,000	Closed	-$532K	–	10689
2025 Q3	$532K	Buy	+7,000	New	+$499K	﹤0.01%	6046

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

UBS Group's EVRG Position: Q1 2026 in Review

UBS Group reduced its Evergy (EVRG) stake by 15% in Q1 2026, selling an estimated $12.9M and leaving 914,555 shares worth $74.9M. The position accounts for 0.01% of the portfolio, ranked #1270.

UBS Group first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $172M in Q4 2024. 920 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

UBS Group held 914,555 shares of Evergy worth $74.9M as of Q1 2026.
UBS Group sold 162,945 Evergy shares in Q1 2026, an estimated $12.9M.
Evergy made up 0.01% of UBS Group's portfolio in Q1 2026, its #1270 holding.
UBS Group first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
UBS Group's Evergy position peaked at $172M in Q4 2024.
920 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.