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Avior Wealth Management’s Evergy EVRG Stock Holding History

Avior 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
Q1 		– Sell
-176
Closed -$10.8K – 1249
2024
Q4 		$10.8K Sell
176
-20
-10% -$1.24K ﹤0.01% 1589
2024
Q3 		$12.2K Sell
196
-8
-4% -$465 ﹤0.01% 1498
2024
Q2 		$10.8K Sell
204
-55
-21% -$2.93K ﹤0.01% 1494
2024
Q1 		$13.8K Buy
259
+163
+170% +$8.33K ﹤0.01% 1752
2023
Q4 		$5.01K Sell
96
-626
-87% -$31.5K ﹤0.01% 1141
2023
Q3 		$36.6K Sell
722
-125
-15% -$7.1K ﹤0.01% 827
2023
Q2 		$49.5K Buy
847
+7
+0.8% +$423 ﹤0.01% 761
2023
Q1 		$51.4K Buy
+840
New +$51.1K ﹤0.01% 761

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

Avior Wealth Management's EVRG Position: Q1 2025 in Review

Avior Wealth Management sold out of Evergy (EVRG) in Q1 2025, closing a stake of 176 shares — an estimated $10.8K sold.

Avior Wealth Management first reported a position in EVRG in Q1 2023 and held it in 8 quarters. The position peaked at $51.4K in Q1 2023. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Avior Wealth Management reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 176 Evergy shares in Q1 2025, an estimated $10.8K.
  • Avior Wealth Management first reported a position in Evergy in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Evergy position peaked at $51.4K in Q1 2023.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.