Lowe Wealth Advisors’s Evergy EVRG Stock Holding History

Lowe Wealth Advisors’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	$4.18K	Hold	55	–	–	﹤0.01%	301
2025 Q2	$3.79K	Hold	55	–	–	﹤0.01%	305
2025 Q1	$3.79K	Hold	55	–	–	﹤0.01%	306
2024 Q4	$3.38K	Buy	+55	New	+$3.4K	﹤0.01%	305

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lowe Wealth Advisors's EVRG Position: Q3 2025 in Review

Lowe Wealth Advisors held its Evergy (EVRG) position steady in Q3 2025 at 55 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Lowe Wealth Advisors first reported a position in EVRG in Q4 2024 and has held it in 4 quarters since. 853 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

Lowe Wealth Advisors held 55 shares of Evergy worth $4.18K as of Q3 2025.
Lowe Wealth Advisors left its Evergy share count unchanged in Q3 2025.
Evergy made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #301 holding.
Lowe Wealth Advisors first reported a position in Evergy in Q4 2024 and has held it in 4 quarters since.
853 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.