AWA
EVRG icon

Arkadios Wealth Advisors’s Evergy EVRG Stock Holding History

Arkadios Wealth Advisors’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 		$531K Buy
6,482
+1,107
+21% +$87.5K 0.01% 1080
2025
Q4 		$390K Buy
+5,375
New +$408K 0.01% 1138
2021
Q4 		– Sell
-132
Closed -$8K – 935
2021
Q3 		$8K Buy
132
+1
+0.8% +$66 ﹤0.01% 1492
2021
Q2 		$7K Buy
+131
New +$8.2K ﹤0.01% 1621
2020
Q4 		– Sell
-76
Closed -$4.17K – 1387
2020
Q3 		$4.17K Buy
76
+17
+29% +$950 ﹤0.01% 872
2020
Q2 		$3.68K Sell
59
-66
-53% -$3.91K ﹤0.01% 818
2020
Q1 		$6.9K Hold
125
– – ﹤0.01% 715
2019
Q4 		$8.93K Buy
+125
New +$7.97K 0.01% 610

Other funds holding EVRG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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