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Continuum Advisory’s Evergy EVRG Stock Holding History

Continuum Advisory’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 		– Sell
-1,069
Closed -$73.7K – 761
2025
Q1 		$73.7K Hold
1,069
– – 0.01% 581
2024
Q4 		$65.8K Hold
1,069
– – 0.01% 599
2024
Q3 		$67.1K Hold
1,069
– – 0.01% 594
2024
Q2 		$56.6K Hold
1,069
– – 0.01% 592
2024
Q1 		$59.6K Buy
+1,069
New +$54.6K 0.01% 574

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

Continuum Advisory's EVRG Position: Q2 2025 in Review

Continuum Advisory sold out of Evergy (EVRG) in Q2 2025, closing a stake of 1,069 shares — an estimated $73.7K sold.

Continuum Advisory first reported a position in EVRG in Q1 2024 and held it in 5 quarters. The position peaked at $73.7K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Continuum Advisory reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,069 Evergy shares in Q2 2025, an estimated $73.7K.
  • Continuum Advisory first reported a position in Evergy in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Evergy position peaked at $73.7K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.