CIBC Private Wealth Group
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CIBC Private Wealth Group’s Evergy EVRG Stock Holding History

CIBC Private Wealth Group’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
Q4 		$29.2M Sell
402,417
-79,268
-16% -$6.01M 0.05% 238
2025
Q3 		$36.6M Sell
481,685
-68,935
-13% -$4.91M 0.06% 219
2025
Q2 		$38M Buy
550,620
+73,069
+15% +$4.91M 0.07% 215
2025
Q1 		$30.8M Buy
477,551
+25,411
+6% +$1.66M 0.07% 208
2024
Q4 		$27.5M Sell
452,140
-247
-0.1% -$15.3K 0.05% 239
2024
Q3 		$28.1M Buy
452,387
+383
+0.1% +$22.3K 0.05% 240
2024
Q2 		$23.9M Buy
452,004
+129,370
+40% +$6.88M 0.04% 243
2024
Q1 		$17M Buy
+322,634
New +$16.5M 0.03% 274
2023
Q2 		– Sell
-225,668
Closed -$17.7M – 888
2023
Q1 		$17.7M Buy
+225,668
New +$13.7M 0.04% 261
2022
Q3 		– Sell
-18
Closed -$1K – 995
2022
Q2 		$1K Hold
18
– – ﹤0.01% 1165
2022
Q1 		$1K Buy
+18
New +$1.16K ﹤0.01% 1239
2021
Q1 		– Sell
-71,547
Closed -$3.97M – 1032
2020
Q4 		$3.97M Buy
+71,547
New +$3.93M 0.01% 408

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

CIBC Private Wealth Group's EVRG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Evergy (EVRG) stake by 16% in Q4 2025, selling an estimated $6.01M and leaving 402,417 shares worth $29.2M. The position accounts for 0.05% of the portfolio, ranked #238.

CIBC Private Wealth Group first reported a position in EVRG in Q4 2020 and has held it in 12 quarters since. The position peaked at $38M in Q2 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • CIBC Private Wealth Group held 402,417 shares of Evergy worth $29.2M as of Q4 2025.
  • CIBC Private Wealth Group sold 79,268 Evergy shares in Q4 2025, an estimated $6.01M.
  • Evergy made up 0.05% of CIBC Private Wealth Group's portfolio in Q4 2025, its #238 holding.
  • CIBC Private Wealth Group first reported a position in Evergy in Q4 2020 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's Evergy position peaked at $38M in Q2 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.