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Financial Counselors Inc’s Evergy EVRG Stock Holding History

Financial Counselors Inc’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
-70,565
Closed -$4.87M – 191
2025
Q1 		$4.87M Buy
70,565
+256
+0.4% +$16.8K 0.07% 200
2024
Q4 		$4.33M Sell
70,309
-3,590
-5% -$222K 0.06% 209
2024
Q3 		$4.58M Buy
73,899
+2,901
+4% +$169K 0.07% 206
2024
Q2 		$3.76M Buy
70,998
+761
+1% +$40.5K 0.06% 209
2024
Q1 		$3.75M Sell
70,237
-2,717
-4% -$139K 0.06% 211
2023
Q4 		$3.81M Sell
72,954
-1,468
-2% -$73.9K 0.07% 208
2023
Q3 		$3.77M Sell
74,422
-1,102
-1% -$62.6K 0.08% 198
2023
Q2 		$4.41M Sell
75,524
-1,705
-2% -$103K 0.09% 184
2023
Q1 		$4.72M Buy
77,229
+1,944
+3% +$118K 0.1% 171
2022
Q4 		$4.74M Sell
75,285
-6,688
-8% -$402K 0.11% 171
2022
Q3 		$4.87M Buy
81,973
+6,717
+9% +$452K 0.12% 161
2022
Q2 		$4.91M Sell
75,256
-1,133
-1% -$76.8K 0.11% 167
2022
Q1 		$5.22M Sell
76,389
-240
-0.3% -$15.5K 0.11% 174
2021
Q4 		$5.26M Buy
76,629
+1,390
+2% +$90.4K 0.11% 180
2021
Q3 		$4.68M Sell
75,239
-492
-0.6% -$32.3K 0.1% 187
2021
Q2 		$4.58M Buy
75,731
+318
+0.4% +$19.9K 0.1% 189
2021
Q1 		$4.49M Sell
75,413
-839
-1% -$46.4K 0.1% 185
2020
Q4 		$4.23M Sell
76,252
-1,657
-2% -$90.9K 0.11% 183
2020
Q3 		$3.96M Sell
77,909
-1,688
-2% -$94.4K 0.12% 170
2020
Q2 		$4.72M Sell
79,597
-1,419
-2% -$84K 0.15% 154
2020
Q1 		$4.46M Buy
81,016
+203
+0.3% +$13.3K 0.2% 132
2019
Q4 		$5.26M Sell
80,813
-851
-1% -$54.3K 0.19% 141
2019
Q3 		$5.44M Buy
81,664
+545
+0.7% +$34.5K 0.21% 136
2019
Q2 		$4.88M Sell
81,119
-500
-0.6% -$29.3K 0.2% 142
2019
Q1 		$4.74M Buy
81,619
+2,312
+3% +$132K 0.2% 136
2018
Q4 		$4.5M Sell
79,307
-8,349
-10% -$482K 0.22% 134
2018
Q3 		$4.81M Buy
87,656
+1,852
+2% +$105K 0.21% 137
2018
Q2 		$4.82M Buy
+85,804
New +$4.6M 0.22% 137

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 Counselors Inc's EVRG Position: Q2 2025 in Review

Financial Counselors Inc sold out of Evergy (EVRG) in Q2 2025, closing a stake of 70,565 shares — an estimated $4.87M sold.

Financial Counselors Inc first reported a position in EVRG in Q2 2018 and held it in 28 quarters. The position peaked at $5.44M in Q3 2019. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Financial Counselors Inc reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 70,565 Evergy shares in Q2 2025, an estimated $4.87M.
  • Financial Counselors Inc first reported a position in Evergy in Q2 2018 and held it in 28 quarters.
  • Financial Counselors Inc's Evergy position peaked at $5.44M in Q3 2019.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.