FNWA
EVRG icon

Financial Network Wealth Advisors’s Evergy EVRG Stock Holding History

Financial Network Wealth Advisors’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
2024
Q4 		– Sell
-20
Closed -$1.24K – 599
2024
Q3 		$1.24K Sell
20
-4,020
-100% -$234K ﹤0.01% 723
2024
Q2 		$214K Buy
4,040
+20
+0.5% +$1.06K 0.16% 129
2024
Q1 		$215K Hold
4,020
– – 0.21% 117
2023
Q4 		$210K Buy
+4,020
New +$202K 0.22% 109

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Network Wealth Advisors's EVRG Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Evergy (EVRG) in Q4 2024, closing a stake of 20 shares — an estimated $1.24K sold.

Financial Network Wealth Advisors first reported a position in EVRG in Q4 2023 and held it in 4 quarters. The position peaked at $215K in Q1 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 20 Evergy shares in Q4 2024, an estimated $1.24K.
  • Financial Network Wealth Advisors first reported a position in Evergy in Q4 2023 and held it in 4 quarters.
  • Financial Network Wealth Advisors's Evergy position peaked at $215K in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.