Heartwood Wealth Advisors’s Evergy EVRG Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-23	Closed	-$1.75K	–	340
2025 Q3	$1.75K	Buy	+23	New	+$1.64K	﹤0.01%	504

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Heartwood Wealth Advisors's EVRG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Evergy (EVRG) in Q4 2025, closing a stake of 23 shares — an estimated $1.75K sold.

Heartwood Wealth Advisors first reported a position in EVRG in Q3 2025 and held it in 1 quarter. The position peaked at $1.75K in Q3 2025. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 23 Evergy shares in Q4 2025, an estimated $1.75K.
Heartwood Wealth Advisors first reported a position in Evergy in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Evergy position peaked at $1.75K in Q3 2025.
925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.