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Financial Gravity Asset Management’s Evergy EVRG Stock Holding History

Financial Gravity Asset Management’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 		– Sell
-50
Closed -$3.8K – 816
2025
Q3 		$3.8K Buy
+50
New +$3.56K ﹤0.01% 715
2024
Q2 		– Sell
-85
Closed -$4.55K – 1529
2024
Q1 		$4.55K Buy
85
+1
+1% +$51 ﹤0.01% 584
2023
Q4 		$4.51K Buy
+84
New +$4.23K ﹤0.01% 611
2020
Q4 		$0 Buy
+4
New +$219 ﹤0.01% 530
2019
Q4 		$65K Buy
100
+1
+1% +$64 0.04% 505
2019
Q3 		$7K Buy
99
+53
+115% +$3.35K 0.01% 652
2019
Q2 		$3K Sell
46
-7
-13% -$410 ﹤0.01% 793
2019
Q1 		$3K Buy
+53
New +$3.02K ﹤0.01% 826
2018
Q3 		$8K Hold
136
– – 0.01% 620
2018
Q2 		$8K Buy
+136
New +$7.28K 0.01% 613

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 Gravity Asset Management's EVRG Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Evergy (EVRG) in Q4 2025, closing a stake of 50 shares — an estimated $3.8K sold.

Financial Gravity Asset Management first reported a position in EVRG in Q2 2018 and held it in 10 quarters. The position peaked at $65K in Q4 2019. 923 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 50 Evergy shares in Q4 2025, an estimated $3.8K.
  • Financial Gravity Asset Management first reported a position in Evergy in Q2 2018 and held it in 10 quarters.
  • Financial Gravity Asset Management's Evergy position peaked at $65K in Q4 2019.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.