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Atria Wealth Solutions’s Evergy EVRG Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-8,029
Closed -$494K – 1924
2024
Q4 		$494K Sell
8,029
-264
-3% -$16.3K 0.01% 1287
2024
Q3 		$514K Buy
8,293
+851
+11% +$49.5K 0.01% 1237
2024
Q2 		$394K Buy
7,442
+68
+0.9% +$3.62K ﹤0.01% 1349
2024
Q1 		$394K Sell
7,374
-3,515
-32% -$180K ﹤0.01% 1375
2023
Q4 		$568K Buy
10,889
+6,234
+134% +$314K 0.01% 1146
2023
Q3 		$236K Sell
4,655
-4,155
-47% -$236K ﹤0.01% 1572
2023
Q2 		$515K Buy
8,810
+945
+12% +$57.1K 0.01% 1146
2023
Q1 		$481K Buy
7,865
+796
+11% +$48.4K 0.01% 1159
2022
Q4 		$445K Sell
7,069
-2,713
-28% -$163K 0.01% 1146
2022
Q3 		$581K Buy
9,782
+657
+7% +$44.2K 0.01% 944
2022
Q2 		$595K Buy
+9,125
New +$619K 0.01% 890

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Atria Wealth Solutions's EVRG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Evergy (EVRG) in Q1 2025, closing a stake of 8,029 shares — an estimated $494K sold.

Atria Wealth Solutions first reported a position in EVRG in Q2 2022 and held it in 11 quarters. The position peaked at $595K in Q2 2022. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,029 Evergy shares in Q1 2025, an estimated $494K.
  • Atria Wealth Solutions first reported a position in Evergy in Q2 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Evergy position peaked at $595K in Q2 2022.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.