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Halbert Hargrove Global Advisors’s Evergy EVRG Stock Holding History

Halbert Hargrove Global Advisors’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
-31
Closed -$2.16K – 424
2025
Q1 		$2.16K Buy
+31
New +$2.03K ﹤0.01% 396

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

Halbert Hargrove Global Advisors's EVRG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Evergy (EVRG) in Q2 2025, closing a stake of 31 shares — an estimated $2.16K sold.

Halbert Hargrove Global Advisors first reported a position in EVRG in Q1 2025 and held it in 1 quarter. The position peaked at $2.16K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 31 Evergy shares in Q2 2025, an estimated $2.16K.
  • Halbert Hargrove Global Advisors first reported a position in Evergy in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Evergy position peaked at $2.16K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.