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Global Financial Private Client’s Evergy EVRG Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-22
Closed -$1.52K – 664
2025
Q1 		$1.52K Buy
22
+15
+214% +$982 ﹤0.01% 943
2024
Q4 		$431 Buy
+7
New +$433 ﹤0.01% 996

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

Global Financial Private Client's EVRG Position: Q2 2025 in Review

Global Financial Private Client sold out of Evergy (EVRG) in Q2 2025, closing a stake of 22 shares — an estimated $1.52K sold.

Global Financial Private Client first reported a position in EVRG in Q4 2024 and held it in 2 quarters. The position peaked at $1.52K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Global Financial Private Client reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 22 Evergy shares in Q2 2025, an estimated $1.52K.
  • Global Financial Private Client first reported a position in Evergy in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Evergy position peaked at $1.52K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.