NewSquare Capital’s Evergy EVRG Stock Holding History

NewSquare Capital’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	-70	Closed	-$4.83K	–	523
2025 Q2	$4.83K	Buy	70 +49	+233%	+$3.29K	﹤0.01%	817
2025 Q1	$1.45K	Sell	21 -11	-34%	-$720	﹤0.01%	884
2024 Q4	$1.97K	Buy	+32	New	+$1.98K	﹤0.01%	549

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NewSquare Capital's EVRG Position: Q3 2025 in Review

NewSquare Capital sold out of Evergy (EVRG) in Q3 2025, closing a stake of 70 shares — an estimated $4.83K sold.

NewSquare Capital first reported a position in EVRG in Q4 2024 and held it in 3 quarters. The position peaked at $4.83K in Q2 2025. 854 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

NewSquare Capital reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 70 Evergy shares in Q3 2025, an estimated $4.83K.
NewSquare Capital first reported a position in Evergy in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Evergy position peaked at $4.83K in Q2 2025.
854 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.