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Lord & Richards Wealth Management’s Evergy EVRG Stock Holding History

Lord & Richards 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
Q2 		– Sell
-31
Closed -$2.14K – 81
2025
Q1 		$2.14K Buy
+31
New +$2.03K ﹤0.01% 150

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

Lord & Richards Wealth Management's EVRG Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Evergy (EVRG) in Q2 2025, closing a stake of 31 shares — an estimated $2.14K sold.

Lord & Richards Wealth Management first reported a position in EVRG in Q1 2025 and held it in 1 quarter. The position peaked at $2.14K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 31 Evergy shares in Q2 2025, an estimated $2.14K.
  • Lord & Richards Wealth Management first reported a position in Evergy in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Evergy position peaked at $2.14K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.