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
2025 Q4	–	Sell	-287,500	Closed	-$21.9M	–	141
2025 Q3	$21.9M	Buy	+287,500	New	+$20.5M	0.47%	49

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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. 917 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.
917 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.