AWM
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Accredited Wealth Management’s Evergy EVRG Stock Holding History

Accredited Wealth 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
2025
Q3 		$2.21K Buy
409
+380
+1,310% +$27.1K ﹤0.01% 346
2025
Q2 		$2K Hold
29
– – ﹤0.01% 347
2025
Q1 		$2K Hold
29
– – ﹤0.01% 329
2024
Q4 		$1.78K Buy
+29
New +$1.79K ﹤0.01% 333

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Accredited Wealth Management's EVRG Position: Q3 2025 in Review

Accredited Wealth Management increased its Evergy (EVRG) stake by 1,310% in Q3 2025, buying an estimated $27.1K and bringing the position to 409 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Accredited Wealth Management first reported a position in EVRG in Q4 2024 and has held it in 4 quarters since. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Accredited Wealth Management held 409 shares of Evergy worth $2.21K as of Q3 2025.
  • Accredited Wealth Management bought 380 Evergy shares in Q3 2025, an estimated $27.1K.
  • Evergy made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #346 holding.
  • Accredited Wealth Management first reported a position in Evergy in Q4 2024 and has held it in 4 quarters since.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.