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Mid-American Wealth Advisory Group’s Evergy EVRG Stock Holding History

Mid-American Wealth Advisory Group’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
-20
Closed -$1.38K – 130
2025
Q2 		$1.38K Buy
+20
New +$1.34K ﹤0.01% 282

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mid-American Wealth Advisory Group's EVRG Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Evergy (EVRG) in Q3 2025, closing a stake of 20 shares — an estimated $1.38K sold.

Mid-American Wealth Advisory Group first reported a position in EVRG in Q2 2025 and held it in 1 quarter. The position peaked at $1.38K in Q2 2025. 854 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 20 Evergy shares in Q3 2025, an estimated $1.38K.
  • Mid-American Wealth Advisory Group first reported a position in Evergy in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Evergy position peaked at $1.38K in Q2 2025.
  • 854 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.