MFG
EVRG icon

MidWestOne Financial Group’s Evergy EVRG Stock Holding History

MidWestOne Financial 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
Q4 		$339K Sell
4,680
-90
-2% -$6.83K 0.04% 233
2025
Q3 		$363K Buy
4,770
+59
+1% +$4.21K 0.04% 232
2025
Q2 		$325K Sell
4,711
-38
-0.8% -$2.55K 0.04% 235
2025
Q1 		$327K Buy
4,749
+189
+4% +$12.4K 0.05% 224
2024
Q4 		$281K Sell
4,560
-51
-1% -$3.15K 0.04% 250
2024
Q3 		$286K Sell
4,611
-8
-0.2% -$465 0.04% 251
2024
Q2 		$245K Buy
+4,619
New +$246K 0.04% 266

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 $3.37T AUM 44.26% 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

MidWestOne Financial Group's EVRG Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Evergy (EVRG) stake by 1.9% in Q4 2025, selling an estimated $6.83K and leaving 4,680 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #233.

MidWestOne Financial Group first reported a position in EVRG in Q2 2024 and has held it in 7 quarters since. The position peaked at $363K in Q3 2025. 923 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • MidWestOne Financial Group held 4,680 shares of Evergy worth $339K as of Q4 2025.
  • MidWestOne Financial Group sold 90 Evergy shares in Q4 2025, an estimated $6.83K.
  • Evergy made up 0.04% of MidWestOne Financial Group's portfolio in Q4 2025, its #233 holding.
  • MidWestOne Financial Group first reported a position in Evergy in Q2 2024 and has held it in 7 quarters since.
  • MidWestOne Financial Group's Evergy position peaked at $363K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.