UCFA
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United Capital Financial Advisors’s Evergy EVRG Stock Holding History

United Capital Financial Advisors’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 		$1.79M Buy
21,906
+3,690
+20% +$292K 0.01% 577
2025
Q4 		$1.32M Buy
18,216
+8,917
+96% +$676K 0.01% 649
2025
Q3 		$707K Buy
9,299
+40
+0.4% +$2.85K 0.01% 755
2025
Q2 		$638K Buy
9,259
+1,123
+14% +$75.5K 0.01% 725
2025
Q1 		$561K Buy
8,136
+160
+2% +$10.5K ﹤0.01% 714
2024
Q4 		$491K Buy
7,976
+249
+3% +$15.4K ﹤0.01% 740
2024
Q3 		$479K Buy
7,727
+67
+0.9% +$3.9K ﹤0.01% 737
2024
Q2 		$406K Sell
7,660
-386
-5% -$20.5K ﹤0.01% 763
2024
Q1 		$429K Buy
8,046
+1,752
+28% +$89.5K ﹤0.01% 775
2023
Q4 		$329K Buy
+6,294
New +$317K ﹤0.01% 837
2022
Q3 		– Sell
-3,362
Closed -$219K – 1100
2022
Q2 		$219K Buy
3,362
+163
+5% +$11.1K ﹤0.01% 1029
2022
Q1 		$219K Sell
3,199
-996
-24% -$64.3K ﹤0.01% 1092
2021
Q4 		$288K Sell
4,195
-335
-7% -$21.8K ﹤0.01% 1039
2021
Q3 		$282K Buy
4,530
+417
+10% +$27.3K ﹤0.01% 1032
2021
Q2 		$249K Buy
4,113
+120
+3% +$7.51K ﹤0.01% 1076
2021
Q1 		$238K Buy
3,993
+72
+2% +$3.98K ﹤0.01% 1058
2020
Q4 		$218K Sell
3,921
-288
-7% -$15.8K ﹤0.01% 1101
2020
Q3 		$214K Sell
4,209
-244
-5% -$13.6K ﹤0.01% 1058
2020
Q2 		$264K Sell
4,453
-194
-4% -$11.5K ﹤0.01% 1025
2020
Q1 		$256K Sell
4,647
-5,294
-53% -$348K ﹤0.01% 1008
2019
Q4 		$647K Buy
9,941
+2,205
+29% +$141K ﹤0.01% 919
2019
Q3 		$515K Sell
7,736
-2,438
-24% -$154K ﹤0.01% 945
2019
Q2 		$612K Sell
10,174
-14
-0.1% -$819 ﹤0.01% 970
2019
Q1 		$591K Sell
10,188
-411
-4% -$23.4K ﹤0.01% 926
2018
Q4 		$602K Buy
10,599
+70
+0.7% +$4.04K ﹤0.01% 860
2018
Q3 		$578K Sell
10,529
-34
-0.3% -$1.92K ﹤0.01% 933
2018
Q2 		$593K Buy
+10,563
New +$566K ﹤0.01% 903

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

United Capital Financial Advisors's EVRG Position: Q1 2026 in Review

United Capital Financial Advisors increased its Evergy (EVRG) stake by 20% in Q1 2026, buying an estimated $292K and bringing the position to 21,906 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #577.

United Capital Financial Advisors first reported a position in EVRG in Q2 2018 and has held it in 27 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • United Capital Financial Advisors held 21,906 shares of Evergy worth $1.79M as of Q1 2026.
  • United Capital Financial Advisors bought 3,690 Evergy shares in Q1 2026, an estimated $292K.
  • Evergy made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #577 holding.
  • United Capital Financial Advisors first reported a position in Evergy in Q2 2018 and has held it in 27 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.