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Financial Avengers’s Evergy EVRG Stock Holding History

Financial Avengers’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
-429
Closed -$29.6K – 140
2025
Q2 		$29.6K Buy
429
+4
+0.9% +$269 0.01% 76
2025
Q1 		$29.3K Buy
425
+5
+1% +$327 0.01% 75
2024
Q4 		$25.9K Buy
420
+4
+1% +$247 0.01% 86
2024
Q3 		$25.8K Buy
416
+4
+1% +$233 0.01% 92
2024
Q2 		$21.8K Buy
412
+5
+1% +$266 0.01% 89
2024
Q1 		$21.4K Sell
407
-129
-24% -$6.59K 0.01% 85
2023
Q4 		$28K Buy
536
+7
+1% +$352 0.02% 81
2023
Q3 		$26.8K Buy
529
+5
+1% +$284 0.02% 82
2023
Q2 		$30.6K Buy
524
+6
+1% +$362 0.02% 73
2023
Q1 		$31.7K Buy
518
+5
+1% +$304 0.02% 71
2022
Q4 		$32.3K Buy
513
+5
+1% +$300 0.03% 68
2022
Q3 		$30K Buy
508
+5
+1% +$336 0.02% 64
2022
Q2 		$33K Buy
503
+4
+0.8% +$271 0.03% 65
2022
Q1 		$34K Buy
499
+5
+1% +$323 0.02% 76
2021
Q4 		$34K Buy
494
+4
+0.8% +$260 0.02% 78
2021
Q3 		$30K Buy
490
+4
+0.8% +$262 0.02% 78
2021
Q2 		$29K Buy
486
+4
+0.8% +$250 0.02% 82
2021
Q1 		$29K Buy
482
+4
+0.8% +$221 0.02% 81
2020
Q4 		$27K Buy
+478
New +$26.2K 0.02% 78

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

Financial Avengers's EVRG Position: Q3 2025 in Review

Financial Avengers sold out of Evergy (EVRG) in Q3 2025, closing a stake of 429 shares — an estimated $29.6K sold.

Financial Avengers first reported a position in EVRG in Q4 2020 and held it in 19 quarters. The position peaked at $34K in Q1 2022. 853 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Financial Avengers reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Financial Avengers sold 429 Evergy shares in Q3 2025, an estimated $29.6K.
  • Financial Avengers first reported a position in Evergy in Q4 2020 and held it in 19 quarters.
  • Financial Avengers's Evergy position peaked at $34K in Q1 2022.
  • 853 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Financial Avengers's 13F filing for Q3 2025, filed 17 Nov 2025.