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Morningstar Investment Management’s Evergy EVRG Stock Holding History

Morningstar Investment 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
Q3 		– Sell
-3,377
Closed -$233K – 494
2025
Q2 		$233K Buy
+3,377
New +$227K 0.02% 190
2025
Q1 		– Sell
-3,612
Closed -$222K – 127
2024
Q4 		$222K Hold
3,612
– – 0.02% 194
2024
Q3 		$216K Buy
+3,612
New +$210K 0.02% 203

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

Morningstar Investment Management's EVRG Position: Q3 2025 in Review

Morningstar Investment Management sold out of Evergy (EVRG) in Q3 2025, closing a stake of 3,377 shares — an estimated $233K sold.

Morningstar Investment Management first reported a position in EVRG in Q3 2024 and held it in 3 quarters. The position peaked at $233K in Q2 2025. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Morningstar Investment Management reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 3,377 Evergy shares in Q3 2025, an estimated $233K.
  • Morningstar Investment Management first reported a position in Evergy in Q3 2024 and held it in 3 quarters.
  • Morningstar Investment Management's Evergy position peaked at $233K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.