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Vermillion & White Wealth Management Group’s Evergy EVRG Stock Holding History

Vermillion & White Wealth Management 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
2026
Q1 		– Sell
-209
Closed -$15.2K – 226
2025
Q4 		$15.2K Hold
209
– – 0.01% 278
2025
Q3 		$15.9K Hold
209
– – 0.01% 280
2025
Q2 		$14.4K Hold
209
– – 0.01% 265
2025
Q1 		$14.4K Hold
209
– – 0.01% 243
2024
Q4 		$12.9K Hold
209
– – 0.01% 221
2024
Q3 		$13K Hold
209
– – 0.01% 215
2024
Q2 		$11.1K Hold
209
– – 0.01% 225
2024
Q1 		$11.2K Hold
209
– – 0.01% 216
2023
Q4 		$10.9K Buy
+209
New +$10.5K 0.01% 173

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

Vermillion & White Wealth Management Group's EVRG Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Evergy (EVRG) in Q1 2026, closing a stake of 209 shares — an estimated $15.2K sold.

Vermillion & White Wealth Management Group first reported a position in EVRG in Q4 2023 and held it in 9 quarters. The position peaked at $15.9K in Q3 2025. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 209 Evergy shares in Q1 2026, an estimated $15.2K.
  • Vermillion & White Wealth Management Group first reported a position in Evergy in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Evergy position peaked at $15.9K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.