FNA
EVRG icon

First National Advisers’s Evergy EVRG Stock Holding History

First National Advisers’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
2026
Q1 		$309K Buy
3,772
+11
+0.3% +$869 0.05% 212
2025
Q4 		$273K Hold
3,761
– – 0.04% 215
2025
Q3 		$286K Hold
3,761
– – 0.04% 209
2025
Q2 		$259K Hold
3,761
– – 0.04% 206
2025
Q1 		$259K Hold
3,761
– – 0.04% 202
2024
Q4 		$231K Hold
3,761
– – 0.04% 166
2024
Q3 		$233K Buy
+3,761
New +$219K 0.04% 209
2024
Q2 		– Sell
-3,761
Closed -$201K – 211
2024
Q1 		$201K Buy
+3,761
New +$192K 0.04% 203
2023
Q3 		– Sell
-3,761
Closed -$220K – 152
2023
Q2 		$220K Hold
3,761
– – 0.2% 108
2023
Q1 		$230K Hold
3,761
– – 0.26% 100
2022
Q4 		$237K Buy
+3,761
New +$226K 0.3% 97

Other funds holding EVRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return