Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Evergy EVRG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$2.44M Buy
29,810
+2,026
+7% +$160K ﹤0.01% 1176
2025
Q4 		$2.01M Buy
27,784
+2,398
+9% +$182K ﹤0.01% 1257
2025
Q3 		$1.93M Buy
25,386
+2,633
+12% +$188K ﹤0.01% 1313
2025
Q2 		$1.57M Sell
22,753
-534
-2% -$35.9K ﹤0.01% 1341
2025
Q1 		$1.61M Sell
23,287
-4,793
-17% -$314K ﹤0.01% 1302
2024
Q4 		$1.73M Buy
+28,080
New +$1.74M ﹤0.01% 895

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

Universal-Beteiligungs- und Servicegesellschaft's EVRG Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Evergy (EVRG) stake by 7.3% in Q1 2026, buying an estimated $160K and bringing the position to 29,810 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 29,810 shares of Evergy worth $2.44M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 2,026 Evergy shares in Q1 2026, an estimated $160K.
  • Evergy made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1176 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.