Wellington Management Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-22,351
| Closed | -$1.62M | – | 1919 |
|
|
2025
Q4 | $1.62M | Buy |
22,351
+6,026
| +37% | +$457K | ﹤0.01% | 1642 |
|
|
2025
Q3 | $1.24M | Sell |
16,325
-17,323
| -51% | -$1.23M | ﹤0.01% | 1735 |
|
|
2025
Q2 | $2.32M | Buy |
33,648
+16,196
| +93% | +$1.09M | ﹤0.01% | 1546 |
|
|
2025
Q1 | $1.2M | Buy |
+17,452
| New | +$1.14M | ﹤0.01% | 1666 |
|
|
2024
Q4 | – | Sell |
-9,397
| Closed | -$583K | – | 1967 |
|
|
2024
Q3 | $583K | Sell |
9,397
-246,566
| -96% | -$14.3M | ﹤0.01% | 1799 |
|
|
2024
Q2 | $13.6M | Buy |
255,963
+7,460
| +3% | +$397K | ﹤0.01% | 1067 |
|
|
2024
Q1 | $13.3M | Sell |
248,503
-919
| -0.4% | -$47K | ﹤0.01% | 1051 |
|
|
2023
Q4 | $13M | Buy |
249,422
+28,392
| +13% | +$1.43M | ﹤0.01% | 1043 |
|
|
2023
Q3 | $11.2M | Sell |
221,030
-213,282
| -49% | -$12.1M | ﹤0.01% | 1074 |
|
|
2023
Q2 | $25.4M | Sell |
434,312
-67,748
| -13% | -$4.09M | ﹤0.01% | 884 |
|
|
2023
Q1 | $30.7M | Buy |
502,060
+46,913
| +10% | +$2.85M | 0.01% | 818 |
|
|
2022
Q4 | $28.6M | Sell |
455,147
-91,013
| -17% | -$5.47M | 0.01% | 837 |
|
|
2022
Q3 | $32.4M | Sell |
546,160
-188,051
| -26% | -$12.7M | 0.01% | 771 |
|
|
2022
Q2 | $47.9M | Buy |
734,211
+100,040
| +16% | +$6.79M | 0.01% | 691 |
|
|
2022
Q1 | $43.3M | Sell |
634,171
-12,654
| -2% | -$816K | 0.01% | 801 |
|
|
2021
Q4 | $44.4M | Sell |
646,825
-18,418
| -3% | -$1.2M | 0.01% | 867 |
|
|
2021
Q3 | $41.4M | Buy |
665,243
+19,259
| +3% | +$1.26M | 0.01% | 877 |
|
|
2021
Q2 | $39M | Sell |
645,984
-8,448
| -1% | -$529K | 0.01% | 904 |
|
|
2021
Q1 | $39M | Buy |
654,432
+74,900
| +13% | +$4.14M | 0.01% | 883 |
|
|
2020
Q4 | $32.2M | Sell |
579,532
-21,722
| -4% | -$1.19M | 0.01% | 911 |
|
|
2020
Q3 | $30.6M | Sell |
601,254
-16,703
| -3% | -$934K | 0.01% | 842 |
|
|
2020
Q2 | $36.6M | Sell |
617,957
-218,750
| -26% | -$13M | 0.01% | 776 |
|
|
2020
Q1 | $46.1M | Buy |
836,707
+180,498
| +28% | +$11.9M | 0.01% | 663 |
|
|
2019
Q4 | $42.7M | Buy |
656,209
+99,626
| +18% | +$6.35M | 0.01% | 804 |
|
|
2019
Q3 | $37M | Sell |
556,583
-8,647
| -2% | -$547K | 0.01% | 797 |
|
|
2019
Q2 | $34M | Buy |
565,230
+32,155
| +6% | +$1.88M | 0.01% | 869 |
|
|
2019
Q1 | $30.9M | Sell |
533,075
-47,281
| -8% | -$2.69M | 0.01% | 887 |
|
|
2018
Q4 | $32.9M | Buy |
580,356
+67,105
| +13% | +$3.87M | 0.01% | 848 |
|
|
2018
Q3 | $28.2M | Sell |
513,251
-244,199
| -32% | -$13.8M | 0.01% | 972 |
|
|
2018
Q2 | $42.5M | Buy |
+757,450
| New | +$40.6M | 0.01% | 845 |
|
Other funds holding EVRG
VCM
VPM
Wellington Management Group's EVRG Position: Q1 2026 in Review
Wellington Management Group sold out of Evergy (EVRG) in Q1 2026, closing a stake of 22,351 shares — an estimated $1.62M sold.
Wellington Management Group first reported a position in EVRG in Q2 2018 and held it in 30 quarters. The position peaked at $47.9M in Q2 2022. 920 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.
- Wellington Management Group reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
- Wellington Management Group sold 22,351 Evergy shares in Q1 2026, an estimated $1.62M.
- Wellington Management Group first reported a position in Evergy in Q2 2018 and held it in 30 quarters.
- Wellington Management Group's Evergy position peaked at $47.9M in Q2 2022.
- 920 funds tracked by Wall St. Rank held Evergy as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.