Financial Connections Group’s Evergy EVRG Stock Holding History

Financial Connections 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 Q3	–	Sell	-136	Closed	-$9K	–	243
2025 Q2	$9K	Buy	+136	New	+$9.14K	﹤0.01%	187

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Connections Group's EVRG Position: Q3 2025 in Review

Financial Connections Group sold out of Evergy (EVRG) in Q3 2025, closing a stake of 136 shares — an estimated $9K sold.

Financial Connections Group first reported a position in EVRG in Q2 2025 and held it in 1 quarter. The position peaked at $9K in Q2 2025. 853 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

Financial Connections Group reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
Financial Connections Group sold 136 Evergy shares in Q3 2025, an estimated $9K.
Financial Connections Group first reported a position in Evergy in Q2 2025 and held it in 1 quarter.
Financial Connections Group's Evergy position peaked at $9K in Q2 2025.
853 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Financial Connections Group's 13F filing for Q3 2025, filed 10 Oct 2025.