Virtus ETF Advisers’s Evergy EVRG Stock Holding History

Virtus ETF Advisers’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	$698K	Hold	8,525	–	–	0.32%	75
2025 Q4	$618K	Hold	8,525	–	–	0.29%	85
2025 Q3	$648K	Hold	8,525	–	–	0.36%	72
2025 Q2	$588K	Hold	8,525	–	–	0.36%	73
2025 Q1	$588K	Buy	+8,525	New	+$558K	0.38%	73
2023 Q1	–	Sell	-6,491	Closed	-$408K	–	460
2022 Q4	$408K	Sell	6,491 -18,490	-74%	-$1.11M	0.21%	182
2022 Q3	$1.48M	Sell	24,981 -2,213	-8%	-$149K	0.59%	21
2022 Q2	$1.77M	Buy	27,194 +3,239	+14%	+$220K	0.66%	14
2022 Q1	$1.64M	Sell	23,955 -7,366	-24%	-$475K	0.73%	50
2021 Q4	$2.15M	Buy	31,321 +5,695	+22%	+$370K	0.81%	33
2021 Q3	$1.59M	Buy	25,626 +941	+4%	+$61.7K	0.7%	27
2021 Q2	$1.49M	Sell	24,685 -1,144	-4%	-$71.6K	0.61%	60
2021 Q1	$1.54M	Buy	+25,829	New	+$1.43M	0.65%	38

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

Virtus ETF Advisers's EVRG Position: Q1 2026 in Review

Virtus ETF Advisers held its Evergy (EVRG) position steady in Q1 2026 at 8,525 shares worth $698K. The position accounts for 0.32% of the portfolio, ranked #75.

Virtus ETF Advisers first reported a position in EVRG in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.15M in Q4 2021. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Virtus ETF Advisers held 8,525 shares of Evergy worth $698K as of Q1 2026.
Virtus ETF Advisers left its Evergy share count unchanged in Q1 2026.
Evergy made up 0.32% of Virtus ETF Advisers's portfolio in Q1 2026, its #75 holding.
Virtus ETF Advisers first reported a position in Evergy in Q1 2021 and has held it in 13 quarters since.
Virtus ETF Advisers's Evergy position peaked at $2.15M in Q4 2021.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.