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Gries Financial’s Evergy EVRG Stock Holding History

Gries Financial’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 		$260K Sell
3,423
-61
-2% -$4.35K 0.04% 258
2025
Q2 		$240K Hold
3,484
– – 0.04% 249
2025
Q1 		$240K Buy
3,484
+65
+2% +$4.25K 0.05% 240
2024
Q4 		$210K Buy
3,419
+45
+1% +$2.78K 0.04% 258
2024
Q3 		$209K Buy
+3,374
New +$196K 0.04% 261

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 $3.37T AUM 44.26% 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

Gries Financial's EVRG Position: Q3 2025 in Review

Gries Financial reduced its Evergy (EVRG) stake by 1.8% in Q3 2025, selling an estimated $4.35K and leaving 3,423 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #258.

Gries Financial first reported a position in EVRG in Q3 2024 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Gries Financial held 3,423 shares of Evergy worth $260K as of Q3 2025.
  • Gries Financial sold 61 Evergy shares in Q3 2025, an estimated $4.35K.
  • Evergy made up 0.04% of Gries Financial's portfolio in Q3 2025, its #258 holding.
  • Gries Financial first reported a position in Evergy in Q3 2024 and has held it in 5 quarters since.
  • 853 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.