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Marcum Wealth’s Evergy EVRG Stock Holding History

Marcum 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 		$270K Buy
3,922
+69
+2% +$4.51K 0.02% 307
2024
Q4 		$237K Buy
3,853
+20
+0.5% +$1.24K 0.02% 329
2024
Q3 		$238K Buy
+3,833
New +$223K 0.02% 331
2023
Q3 		– Sell
-3,710
Closed -$217K – 383
2023
Q2 		$217K Buy
3,710
+124
+3% +$7.49K 0.03% 318
2023
Q1 		$219K Sell
3,586
-210
-6% -$12.8K 0.03% 306
2022
Q4 		$239K Buy
3,796
+254
+7% +$15.3K 0.03% 280
2022
Q3 		$210K Buy
3,542
+10
+0.3% +$673 0.03% 295
2022
Q2 		$230K Buy
+3,532
New +$240K 0.03% 275
2022
Q1 		– Sell
-3,070
Closed -$211K – 387
2021
Q4 		$211K Buy
+3,070
New +$200K 0.03% 319

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

Marcum Wealth's EVRG Position: Q1 2025 in Review

Marcum Wealth increased its Evergy (EVRG) stake by 1.8% in Q1 2025, buying an estimated $4.51K and bringing the position to 3,922 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #307.

Marcum Wealth first reported a position in EVRG in Q4 2021 and has held it in 9 quarters since. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Marcum Wealth held 3,922 shares of Evergy worth $270K as of Q1 2025.
  • Marcum Wealth bought 69 Evergy shares in Q1 2025, an estimated $4.51K.
  • Evergy made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #307 holding.
  • Marcum Wealth first reported a position in Evergy in Q4 2021 and has held it in 9 quarters since.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.