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Kestra Investment Management’s Evergy EVRG Stock Holding History

Kestra Investment 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 		– Sell
-212
Closed -$14.6K – 616
2025
Q2 		$14.6K Hold
212
– – ﹤0.01% 672
2025
Q1 		$14.6K Sell
212
-1,283
-86% -$84K ﹤0.01% 586
2024
Q4 		$92K Buy
+1,495
New +$92.5K ﹤0.01% 447

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

Kestra Investment Management's EVRG Position: Q3 2025 in Review

Kestra Investment Management sold out of Evergy (EVRG) in Q3 2025, closing a stake of 212 shares — an estimated $14.6K sold.

Kestra Investment Management first reported a position in EVRG in Q4 2024 and held it in 3 quarters. The position peaked at $92K in Q4 2024. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Kestra Investment Management reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 212 Evergy shares in Q3 2025, an estimated $14.6K.
  • Kestra Investment Management first reported a position in Evergy in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Evergy position peaked at $92K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.