FWM
EVRG icon

FSA Wealth Management’s Evergy EVRG Stock Holding History

FSA Wealth 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
Q3 		$25.1K Hold
330
– – 0.01% 226
2025
Q2 		$22.7K Hold
330
– – 0.01% 229
2025
Q1 		$22.7K Hold
330
– – 0.01% 212
2024
Q4 		$20.3K Hold
330
– – 0.01% 232
2024
Q3 		$20.4K Buy
+330
New +$19.2K 0.01% 240
2024
Q1 		$17.6K Hold
330
– – 0.01% 263
2023
Q4 		$17K Buy
+330
New +$16.6K 0.01% 252
2021
Q1 		– Sell
-246
Closed -$14K – 117
2020
Q4 		$14K Buy
+246
New +$13.5K 0.01% 235
2020
Q3 		– Sell
-245
Closed -$15K – 156
2020
Q2 		$15K Hold
245
– – 0.01% 220
2020
Q1 		$13K Hold
245
– – 0.01% 217
2019
Q4 		$16K Buy
+245
New +$15.6K 0.01% 252

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

FSA Wealth Management's EVRG Position: Q3 2025 in Review

FSA Wealth Management held its Evergy (EVRG) position steady in Q3 2025 at 330 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #226.

FSA Wealth Management first reported a position in EVRG in Q4 2019 and has held it in 11 quarters since. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • FSA Wealth Management held 330 shares of Evergy worth $25.1K as of Q3 2025.
  • FSA Wealth Management left its Evergy share count unchanged in Q3 2025.
  • Evergy made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #226 holding.
  • FSA Wealth Management first reported a position in Evergy in Q4 2019 and has held it in 11 quarters since.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.