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WealthCollab’s Evergy EVRG Stock Holding History

WealthCollab’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 		$24.9K Hold
304
– – 0.01% 324
2025
Q4 		$22K Hold
304
– – 0.01% 369
2025
Q3 		$23.1K Hold
304
– – 0.01% 328
2025
Q2 		$21K Hold
304
– – 0.01% 324
2025
Q1 		$21K Buy
304
+85
+39% +$5.56K 0.01% 311
2024
Q4 		$13.5K Buy
219
+16
+8% +$989 0.01% 396
2024
Q3 		$12.6K Hold
203
– – 0.01% 413
2024
Q2 		$10.8K Sell
203
-33
-14% -$1.76K 0.01% 421
2024
Q1 		$12.6K Hold
236
– – 0.01% 391
2023
Q4 		$12.3K Buy
+236
New +$11.9K 0.01% 366

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

WealthCollab's EVRG Position: Q1 2026 in Review

WealthCollab held its Evergy (EVRG) position steady in Q1 2026 at 304 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #324.

WealthCollab first reported a position in EVRG in Q4 2023 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • WealthCollab held 304 shares of Evergy worth $24.9K as of Q1 2026.
  • WealthCollab left its Evergy share count unchanged in Q1 2026.
  • Evergy made up 0.01% of WealthCollab's portfolio in Q1 2026, its #324 holding.
  • WealthCollab first reported a position in Evergy in Q4 2023 and has held it in 10 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.