AAS
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Avantax Advisory Services’s Evergy EVRG Stock Holding History

Avantax Advisory Services’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
Q2 		$4.59M Sell
66,612
-353
-0.5% -$23.7K 0.03% 472
2025
Q1 		$4.62M Sell
66,965
-6,103
-8% -$399K 0.03% 439
2024
Q4 		$4.5M Buy
73,068
+488
+0.7% +$30.2K 0.03% 427
2024
Q3 		$4.5M Sell
72,580
-2,671
-4% -$155K 0.03% 415
2024
Q2 		$3.99M Buy
+75,251
New +$4M 0.03% 438
2023
Q4 		– Sell
-6,207
Closed -$315K – 1603
2023
Q3 		$315K Sell
6,207
-767
-11% -$43.5K ﹤0.01% 1172
2023
Q2 		$407K Buy
6,974
+308
+5% +$18.6K ﹤0.01% 1028
2023
Q1 		$407K Buy
6,666
+1,855
+39% +$113K 0.01% 998
2022
Q4 		$303K Sell
4,811
-957
-17% -$57.5K ﹤0.01% 1101
2022
Q3 		$343K Buy
5,768
+677
+13% +$45.5K 0.01% 936
2022
Q2 		$332K Sell
5,091
-2,799
-35% -$190K 0.01% 966
2022
Q1 		$541K Buy
7,890
+779
+11% +$50.3K 0.01% 757
2021
Q4 		$488K Buy
7,111
+347
+5% +$22.6K 0.01% 768
2021
Q3 		$420K Sell
6,764
-423
-6% -$27.7K 0.01% 780
2021
Q2 		$436K Buy
7,187
+569
+9% +$35.6K 0.01% 754
2021
Q1 		$395K Buy
6,618
+1,078
+19% +$59.7K 0.01% 694
2020
Q4 		$307K Sell
5,540
-3,678
-40% -$202K 0.01% 712
2020
Q3 		$469K Buy
9,218
+3,571
+63% +$200K 0.01% 815
2020
Q2 		$336K Buy
5,647
+24
+0.4% +$1.42K 0.01% 600
2020
Q1 		$310K Buy
5,623
+9
+0.2% +$591 0.01% 562
2019
Q4 		$365K Buy
5,614
+462
+9% +$29.5K 0.01% 573
2019
Q3 		$342K Buy
5,152
+8
+0.2% +$506 0.01% 404
2019
Q2 		$309K Sell
5,144
-206
-4% -$12.1K 0.01% 388
2019
Q1 		$311K Buy
5,350
+467
+10% +$26.6K 0.02% 349
2018
Q4 		$277K Buy
+4,883
New +$282K 0.05% 311

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

Avantax Advisory Services's EVRG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Evergy (EVRG) stake by 0.53% in Q2 2025, selling an estimated $23.7K and leaving 66,612 shares worth $4.59M. The position accounts for 0.03% of the portfolio, ranked #472.

Avantax Advisory Services first reported a position in EVRG in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.62M in Q1 2025. 820 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Avantax Advisory Services held 66,612 shares of Evergy worth $4.59M as of Q2 2025.
  • Avantax Advisory Services sold 353 Evergy shares in Q2 2025, an estimated $23.7K.
  • Evergy made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #472 holding.
  • Avantax Advisory Services first reported a position in Evergy in Q4 2018 and has held it in 25 quarters since.
  • Avantax Advisory Services's Evergy position peaked at $4.62M in Q1 2025.
  • 820 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.