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Wasatch Advisors’s Evergy EVRG Stock Holding History

Wasatch 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 		– Sell
-59,389
Closed -$4.31M – 224
2025
Q4 		$4.31M Sell
59,389
-3,107
-5% -$236K 0.03% 182
2025
Q3 		$4.75M Sell
62,496
-4,784
-7% -$341K 0.03% 186
2025
Q2 		$4.64M Buy
67,280
+4,050
+6% +$272K 0.02% 191
2025
Q1 		$4.36M Hold
63,230
– – 0.02% 193
2024
Q4 		$3.89M Sell
63,230
-1,897
-3% -$117K 0.02% 195
2024
Q3 		$4.04M Sell
65,127
-4,523
-6% -$263K 0.02% 201
2024
Q2 		$3.69M Buy
69,650
+6,090
+10% +$324K 0.02% 201
2024
Q1 		$3.39M Buy
+63,560
New +$3.25M 0.02% 216

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

Wasatch Advisors's EVRG Position: Q1 2026 in Review

Wasatch Advisors sold out of Evergy (EVRG) in Q1 2026, closing a stake of 59,389 shares — an estimated $4.31M sold.

Wasatch Advisors first reported a position in EVRG in Q1 2024 and held it in 8 quarters. The position peaked at $4.75M in Q3 2025. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Wasatch Advisors reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Wasatch Advisors sold 59,389 Evergy shares in Q1 2026, an estimated $4.31M.
  • Wasatch Advisors first reported a position in Evergy in Q1 2024 and held it in 8 quarters.
  • Wasatch Advisors's Evergy position peaked at $4.75M in Q3 2025.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Wasatch Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.