BA
EVRG icon

Bellwether Advisors’s Evergy EVRG Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-63
Closed -$4.34K – 283
2025
Q2 		$4.34K Buy
+63
New +$4.23K ﹤0.01% 433
2022
Q4 		– Sell
-46
Closed -$2K – 485
2022
Q3 		$2K Sell
46
-2
-4% -$135 ﹤0.01% 383
2022
Q2 		$3K Buy
+48
New +$3.26K ﹤0.01% 312
2021
Q3 		– Sell
-600
Closed -$36K – 565
2021
Q2 		$36K Buy
+600
New +$37.5K 0.01% 196

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bellwether Advisors's EVRG Position: Q3 2025 in Review

Bellwether Advisors sold out of Evergy (EVRG) in Q3 2025, closing a stake of 63 shares — an estimated $4.34K sold.

Bellwether Advisors first reported a position in EVRG in Q2 2021 and held it in 4 quarters. The position peaked at $36K in Q2 2021. 853 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Bellwether Advisors reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 63 Evergy shares in Q3 2025, an estimated $4.34K.
  • Bellwether Advisors first reported a position in Evergy in Q2 2021 and held it in 4 quarters.
  • Bellwether Advisors's Evergy position peaked at $36K in Q2 2021.
  • 853 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.