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Mount Yale Investment Advisors’s Evergy EVRG Stock Holding History

Mount Yale Investment 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
Q4 		– Sell
-8,494
Closed -$646K – 747
2025
Q3 		$646K Buy
8,494
+8,219
+2,989% +$586K 0.05% 362
2025
Q2 		$19K Buy
+275
New +$18.5K ﹤0.01% 1052

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

Mount Yale Investment Advisors's EVRG Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Evergy (EVRG) in Q4 2025, closing a stake of 8,494 shares — an estimated $646K sold.

Mount Yale Investment Advisors first reported a position in EVRG in Q2 2025 and held it in 2 quarters. The position peaked at $646K in Q3 2025. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,494 Evergy shares in Q4 2025, an estimated $646K.
  • Mount Yale Investment Advisors first reported a position in Evergy in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Evergy position peaked at $646K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.