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Nova R Wealth’s Evergy EVRG Stock Holding History

Nova R Wealth’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
-3,161
Closed -$240K – 89
2025
Q3 		$240K Buy
3,161
+58
+2% +$4.13K 0.1% 75
2025
Q2 		$214K Hold
3,103
– – 0.1% 78
2025
Q1 		$214K Buy
+3,103
New +$203K 0.11% 77
2023
Q2 		– Sell
-3,771
Closed -$230K – 71
2023
Q1 		$230K Buy
+3,771
New +$229K 0.16% 68
2022
Q2 		– Sell
-2,944
Closed -$201K – 76
2022
Q1 		$201K Buy
2,944
+16
+0.5% +$1.03K 0.17% 71
2021
Q4 		$201K Buy
+2,928
New +$190K 0.16% 77

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

Nova R Wealth's EVRG Position: Q4 2025 in Review

Nova R Wealth sold out of Evergy (EVRG) in Q4 2025, closing a stake of 3,161 shares — an estimated $240K sold.

Nova R Wealth first reported a position in EVRG in Q4 2021 and held it in 6 quarters. The position peaked at $240K in Q3 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Nova R Wealth reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Nova R Wealth sold 3,161 Evergy shares in Q4 2025, an estimated $240K.
  • Nova R Wealth first reported a position in Evergy in Q4 2021 and held it in 6 quarters.
  • Nova R Wealth's Evergy position peaked at $240K in Q3 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Nova R Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.