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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

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

NorthRock Partners's EVRG Position: Q4 2025 in Review

NorthRock Partners sold out of Evergy (EVRG) in Q4 2025, closing a stake of 4,885 shares — an estimated $371K sold.

NorthRock Partners first reported a position in EVRG in Q4 2023 and held it in 8 quarters. The position peaked at $371K in Q3 2025. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • NorthRock Partners reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 4,885 Evergy shares in Q4 2025, an estimated $371K.
  • NorthRock Partners first reported a position in Evergy in Q4 2023 and held it in 8 quarters.
  • NorthRock Partners's Evergy position peaked at $371K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.