Verity Asset Management’s Evergy EVRG Stock Holding History

Verity 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	$654K	Sell	7,987 -939	-11%	-$74.2K	0.27%	101
2025 Q4	$647K	Sell	8,926 -1,224	-12%	-$92.9K	0.28%	100
2025 Q3	$772K	Sell	10,150 -774	-7%	-$55.2K	0.25%	98
2025 Q2	$753K	Buy	10,924 +103	+1%	+$6.92K	0.36%	71
2025 Q1	$746K	Buy	10,821 +300	+3%	+$19.6K	0.3%	96
2024 Q4	$643K	Buy	10,521 +1,122	+12%	+$69.4K	0.36%	69
2024 Q3	$583K	Buy	9,399 +4,616	+97%	+$269K	0.22%	100
2024 Q2	$253K	Sell	4,783 -1,850	-28%	-$98.4K	0.1%	161
2024 Q1	$354K	Buy	6,633 +2,300	+53%	+$118K	0.2%	128
2023 Q4	$226K	Buy	4,333 +223	+5%	+$11.2K	0.14%	165
2023 Q3	$208K	Sell	4,110 -96	-2%	-$5.45K	0.15%	156
2023 Q2	$246K	Buy	4,206 +188	+5%	+$11.4K	0.18%	146
2023 Q1	$246K	Buy	4,018 +146	+4%	+$8.88K	0.15%	146
2022 Q4	$244K	Buy	+3,872	New	+$233K	0.21%	141
2022 Q1	$225K	Buy	+3,281	New	+$212K	0.14%	181

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

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

Verity Asset Management reduced its Evergy (EVRG) stake by 11% in Q1 2026, selling an estimated $74.2K and leaving 7,987 shares worth $654K. The position accounts for 0.27% of the portfolio, ranked #101.

Verity Asset Management first reported a position in EVRG in Q1 2022 and has held it in 15 quarters since. The position peaked at $772K in Q3 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Verity Asset Management held 7,987 shares of Evergy worth $654K as of Q1 2026.
Verity Asset Management sold 939 Evergy shares in Q1 2026, an estimated $74.2K.
Evergy made up 0.27% of Verity Asset Management's portfolio in Q1 2026, its #101 holding.
Verity Asset Management first reported a position in Evergy in Q1 2022 and has held it in 15 quarters since.
Verity Asset Management's Evergy position peaked at $772K in Q3 2025.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.