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Hemington Wealth Management’s Evergy EVRG Stock Holding History

Hemington Wealth Management’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 		$40K Sell
534
-2
-0.4% -$143 0.01% 421
2025
Q2 		$36K Buy
536
+40
+8% +$2.69K 0.01% 421
2025
Q1 		$34K Buy
496
+28
+6% +$1.83K 0.01% 411
2024
Q4 		$28K Buy
468
+27
+6% +$1.67K 0.01% 451
2024
Q3 		$26K Buy
+441
New +$25.7K 0.01% 442

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

Hemington Wealth Management's EVRG Position: Q3 2025 in Review

Hemington Wealth Management reduced its Evergy (EVRG) stake by 0.37% in Q3 2025, selling an estimated $143 and leaving 534 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #421.

Hemington Wealth Management 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.

  • Hemington Wealth Management held 534 shares of Evergy worth $40K as of Q3 2025.
  • Hemington Wealth Management sold 2 Evergy shares in Q3 2025, an estimated $143.
  • Evergy made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #421 holding.
  • Hemington Wealth Management 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 Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.