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Impact Partnership Wealth’s Evergy EVRG Stock Holding History

Impact Partnership Wealth’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
-5,376
Closed -$331K – 289
2024
Q4 		$331K Buy
+5,376
New +$332K 0.07% 187

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Impact Partnership Wealth's EVRG Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Evergy (EVRG) in Q1 2025, closing a stake of 5,376 shares — an estimated $331K sold.

Impact Partnership Wealth first reported a position in EVRG in Q4 2024 and held it in 1 quarter. The position peaked at $331K in Q4 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Impact Partnership Wealth reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,376 Evergy shares in Q1 2025, an estimated $331K.
  • Impact Partnership Wealth first reported a position in Evergy in Q4 2024 and held it in 1 quarter.
  • Impact Partnership Wealth's Evergy position peaked at $331K in Q4 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.