WCM
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Winthrop Capital Management’s Evergy EVRG Stock Holding History

Winthrop Capital Management’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 		$0 Hold
5
– – ﹤0.01% 350
2025
Q4 		$0 Hold
5
– – ﹤0.01% 373
2025
Q3 		$0 Hold
5
– – ﹤0.01% 353
2025
Q2 		$0 Hold
5
– – ﹤0.01% 345
2025
Q1 		$0 Hold
5
– – ﹤0.01% 351
2024
Q4 		$0 Buy
+5
New +$309 ﹤0.01% 334

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

Winthrop Capital Management's EVRG Position: Q1 2026 in Review

Winthrop Capital Management held its Evergy (EVRG) position steady in Q1 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Winthrop Capital Management first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Winthrop Capital Management held 5 shares of Evergy worth $0 as of Q1 2026.
  • Winthrop Capital Management left its Evergy share count unchanged in Q1 2026.
  • Evergy made up ﹤0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #350 holding.
  • Winthrop Capital Management first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.