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EVRG icon

NorthRock Partners’s Evergy EVRG Stock Holding History

NorthRock Partners’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
-4,885
Closed -$371K – 724
2025
Q3 		$371K Sell
4,885
-150
-3% -$10.7K 0.01% 629
2025
Q2 		$347K Buy
5,035
+352
+8% +$23.7K 0.01% 501
2025
Q1 		$323K Buy
4,683
+28
+0.6% +$1.83K 0.01% 458
2024
Q4 		$287K Buy
4,655
+144
+3% +$8.9K 0.01% 483
2024
Q3 		$280K Sell
4,511
-3
-0.1% -$175 0.01% 519
2024
Q2 		$239K Sell
4,514
-374
-8% -$19.9K 0.01% 531
2024
Q1 		$261K Buy
4,888
+268
+6% +$13.7K 0.01% 517
2023
Q4 		$241K Buy
+4,620
New +$233K 0.01% 501

Other funds holding EVRG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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