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Wealthspire Advisors (New York)’s Evergy EVRG Stock Holding History

Wealthspire Advisors (New York)’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
-20,877
Closed -$1.51M – 990
2025
Q4 		$1.51M Buy
20,877
+2,202
+12% +$167K 0.01% 348
2025
Q3 		$1.42M Sell
18,675
-994
-5% -$70.8K 0.01% 328
2025
Q2 		$1.36M Buy
19,669
+491
+3% +$33K 0.01% 334
2025
Q1 		$1.32M Sell
19,178
-425
-2% -$27.8K 0.01% 336
2024
Q4 		$1.21M Buy
19,603
+138
+0.7% +$8.53K 0.01% 333
2024
Q3 		$1.21M Buy
19,465
+187
+1% +$10.9K 0.01% 338
2024
Q2 		$1.02M Buy
19,278
+269
+1% +$14.3K 0.01% 310
2024
Q1 		$1.01M Buy
19,009
+192
+1% +$9.81K 0.01% 312
2023
Q4 		$982K Buy
+18,817
New +$947K 0.01% 312
2019
Q1 		– Sell
-24
Closed -$1K – 289
2018
Q4 		$1K Buy
+24
New +$1.39K ﹤0.01% 797

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

Wealthspire Advisors (New York)'s EVRG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Evergy (EVRG) in Q1 2026, closing a stake of 20,877 shares — an estimated $1.51M sold.

Wealthspire Advisors (New York) first reported a position in EVRG in Q4 2018 and held it in 10 quarters. The position peaked at $1.51M in Q4 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 20,877 Evergy shares in Q1 2026, an estimated $1.51M.
  • Wealthspire Advisors (New York) first reported a position in Evergy in Q4 2018 and held it in 10 quarters.
  • Wealthspire Advisors (New York)'s Evergy position peaked at $1.51M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.