ZP
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Zimmer Partners’s Evergy EVRG Stock Holding History

Zimmer Partners’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
-137,500
Closed -$9.97M – 139
2025
Q4 		$9.97M Buy
+137,500
New +$10.4M 0.26% 67
2025
Q3 		– Sell
-936,418
Closed -$66.7M – 159
2025
Q2 		$64.5M Sell
936,418
-622,000
-40% -$41.8M 1.4% 20
2025
Q1 		$107M Sell
1,558,418
-2,150,892
-58% -$141M 2.03% 13
2024
Q4 		$228M Sell
3,709,310
-451,911
-11% -$27.9M 3.93% 7
2024
Q3 		$258M Sell
4,161,221
-1,689,704
-29% -$98.3M 4.71% 4
2024
Q2 		$310M Buy
5,850,925
+3,524,540
+152% +$187M 5.71% 2
2024
Q1 		$124M Buy
2,326,385
+2,062,434
+781% +$105M 2.65% 13
2023
Q4 		$13.8M Sell
263,951
-2,379,211
-90% -$120M 0.5% 39
2023
Q3 		$134M Buy
2,643,162
+912,179
+53% +$51.8M 3.46% 9
2023
Q2 		$101M Buy
1,730,983
+495,565
+40% +$29.9M 2.38% 13
2023
Q1 		$75.5M Sell
1,235,418
-903,482
-42% -$55M 1.55% 25
2022
Q4 		$135M Buy
2,138,900
+100,481
+5% +$6.03M 2.71% 10
2022
Q3 		$121M Buy
2,038,419
+800,217
+65% +$53.8M 2.63% 16
2022
Q2 		$80.8M Buy
1,238,202
+384,254
+45% +$26.1M 1.68% 21
2022
Q1 		$58.4M Buy
+853,948
New +$55.1M 0.84% 40
2021
Q1 		– Sell
-19,973
Closed -$1.11M – 176
2020
Q4 		$1.11M Buy
+19,973
New +$1.1M 0.02% 107
2020
Q1 		– Sell
-2,269,061
Closed -$148M – 86
2019
Q4 		$148M Buy
+2,269,061
New +$145M 2.04% 20
2019
Q3 		– Sell
-290,100
Closed -$17.4M – 116
2019
Q2 		$17.4M Buy
+290,100
New +$17M 0.18% 64
2019
Q1 		– Sell
-3,724,297
Closed -$211M – 75
2018
Q4 		$211M Sell
3,724,297
-1,746,304
-32% -$101M 2.92% 7
2018
Q3 		$300M Buy
5,470,601
+1,970,694
+56% +$111M 3.98% 7
2018
Q2 		$197M Buy
+3,499,907
New +$187M 2.69% 8

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Zimmer Partners's EVRG Position: Q1 2026 in Review

Zimmer Partners sold out of Evergy (EVRG) in Q1 2026, closing a stake of 137,500 shares — an estimated $9.97M sold.

Zimmer Partners first reported a position in EVRG in Q2 2018 and held it in 21 quarters. The position peaked at $310M in Q2 2024. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Zimmer Partners reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Zimmer Partners sold 137,500 Evergy shares in Q1 2026, an estimated $9.97M.
  • Zimmer Partners first reported a position in Evergy in Q2 2018 and held it in 21 quarters.
  • Zimmer Partners's Evergy position peaked at $310M in Q2 2024.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.