Apexium Financial’s Evergy EVRG Stock Holding History

Apexium Financial’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	$664K	Hold	8,728	–	–	0.03%	166
2025 Q2	$602K	Hold	8,728	–	–	0.03%	167
2025 Q1	$602K	Buy	8,728 +71	+0.8%	+$4.65K	0.04%	155
2024 Q4	$533K	Buy	+8,657	New	+$535K	0.03%	158

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Apexium Financial's EVRG Position: Q3 2025 in Review

Apexium Financial held its Evergy (EVRG) position steady in Q3 2025 at 8,728 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #166.

Apexium Financial 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.

Apexium Financial held 8,728 shares of Evergy worth $664K as of Q3 2025.
Apexium Financial left its Evergy share count unchanged in Q3 2025.
Evergy made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #166 holding.
Apexium Financial 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 Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.