WESPAC Advisors’s Evergy EVRG Stock Holding History

WESPAC 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	-3,749	Closed	-$272K	–	182
2025 Q4	$272K	Sell	3,749 -9,852	-72%	-$747K	0.15%	141
2025 Q3	$1.03M	Sell	13,601 -254	-2%	-$18.1K	0.6%	54
2025 Q2	$955K	Sell	13,855 -366	-3%	-$24.6K	0.67%	54
2025 Q1	$981K	Buy	+14,221	New	+$931K	0.8%	38

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

WESPAC Advisors's EVRG Position: Q1 2026 in Review

WESPAC Advisors sold out of Evergy (EVRG) in Q1 2026, closing a stake of 3,749 shares — an estimated $272K sold.

WESPAC Advisors first reported a position in EVRG in Q1 2025 and held it in 4 quarters. The position peaked at $1.03M in Q3 2025. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

WESPAC Advisors reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors sold 3,749 Evergy shares in Q1 2026, an estimated $272K.
WESPAC Advisors first reported a position in Evergy in Q1 2025 and held it in 4 quarters.
WESPAC Advisors's Evergy position peaked at $1.03M in Q3 2025.
924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.