Hopwood Financial Services’s Evergy EVRG Stock Holding History

Hopwood Financial Services’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 Q1	–	Sell	-299	Closed	-$18.4K	–	308
2024 Q4	$18.4K	Buy	+299	New	+$18.5K	0.01%	202

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hopwood Financial Services's EVRG Position: Q1 2025 in Review

Hopwood Financial Services sold out of Evergy (EVRG) in Q1 2025, closing a stake of 299 shares — an estimated $18.4K sold.

Hopwood Financial Services first reported a position in EVRG in Q4 2024 and held it in 1 quarter. The position peaked at $18.4K in Q4 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

Hopwood Financial Services reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
Hopwood Financial Services sold 299 Evergy shares in Q1 2025, an estimated $18.4K.
Hopwood Financial Services first reported a position in Evergy in Q4 2024 and held it in 1 quarter.
Hopwood Financial Services's Evergy position peaked at $18.4K in Q4 2024.
819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Hopwood Financial Services's 13F filing for Q1 2025, filed 8 May 2025.