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Harvest Portfolios Group’s Evergy EVRG Stock Holding History

Harvest Portfolios Group’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
Q4 		– Sell
-125,569
Closed -$9.55M – 255
2025
Q3 		$9.55M Buy
125,569
+10,778
+9% +$768K 0.18% 83
2025
Q2 		$7.91M Buy
114,791
+21,057
+22% +$1.42M 0.18% 77
2025
Q1 		$6.46M Sell
93,734
-2,468
-3% -$162K 0.19% 81
2024
Q4 		$5.92M Buy
96,202
+1,291
+1% +$79.8K 0.2% 76
2024
Q3 		$5.89M Buy
94,911
+3,045
+3% +$177K 0.2% 81
2024
Q2 		$4.87M Buy
91,866
+1,349
+1% +$71.8K 0.19% 91
2024
Q1 		$4.83M Buy
90,517
+5,154
+6% +$263K 0.19% 86
2023
Q4 		$4.46M Buy
85,363
+10,116
+13% +$509K 0.19% 86
2023
Q3 		$3.82M Buy
75,247
+7,251
+11% +$412K 0.18% 90
2023
Q2 		$3.97M Buy
+67,996
New +$4.11M 0.18% 92

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

Harvest Portfolios Group's EVRG Position: Q4 2025 in Review

Harvest Portfolios Group sold out of Evergy (EVRG) in Q4 2025, closing a stake of 125,569 shares — an estimated $9.55M sold.

Harvest Portfolios Group first reported a position in EVRG in Q2 2023 and held it in 10 quarters. The position peaked at $9.55M in Q3 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Harvest Portfolios Group reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Harvest Portfolios Group sold 125,569 Evergy shares in Q4 2025, an estimated $9.55M.
  • Harvest Portfolios Group first reported a position in Evergy in Q2 2023 and held it in 10 quarters.
  • Harvest Portfolios Group's Evergy position peaked at $9.55M in Q3 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Harvest Portfolios Group's 13F filing for Q4 2025, filed 6 Feb 2026.