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GeoWealth Management’s Evergy EVRG Stock Holding History

GeoWealth 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 		– Sell
-969
Closed -$66.8K – 902
2025
Q2 		$66.8K Buy
969
+13
+1% +$874 ﹤0.01% 895
2025
Q1 		$65.9K Sell
956
-1,847
-66% -$121K ﹤0.01% 861
2024
Q4 		$173K Sell
2,803
-752
-21% -$46.5K 0.01% 816
2024
Q3 		$220K Buy
+3,555
New +$207K 0.01% 689

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 $3.38T AUM 44.17% 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

GeoWealth Management's EVRG Position: Q3 2025 in Review

GeoWealth Management sold out of Evergy (EVRG) in Q3 2025, closing a stake of 969 shares — an estimated $66.8K sold.

GeoWealth Management first reported a position in EVRG in Q3 2024 and held it in 4 quarters. The position peaked at $220K in Q3 2024. 854 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • GeoWealth Management reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 969 Evergy shares in Q3 2025, an estimated $66.8K.
  • GeoWealth Management first reported a position in Evergy in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Evergy position peaked at $220K in Q3 2024.
  • 854 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.