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Nova Wealth Management’s Evergy EVRG Stock Holding History

Nova Wealth Management’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
2026
Q1 		– Sell
-14
Closed -$1.01K – 574
2025
Q4 		$1.01K Hold
14
– – ﹤0.01% 549
2025
Q3 		$1.06K Sell
14
-7
-33% -$499 ﹤0.01% 547
2025
Q2 		$1.47K Buy
21
+7
+50% +$470 ﹤0.01% 611
2025
Q1 		$965 Hold
14
– – ﹤0.01% 481
2024
Q4 		$862 Buy
+14
New +$866 ﹤0.01% 341

Other funds holding EVRG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Nova Wealth Management's EVRG Position: Q1 2026 in Review

Nova Wealth Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 14 shares — an estimated $1.01K sold.

Nova Wealth Management first reported a position in EVRG in Q4 2024 and held it in 5 quarters. The position peaked at $1.47K in Q2 2025. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Nova Wealth Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 14 Evergy shares in Q1 2026, an estimated $1.01K.
  • Nova Wealth Management first reported a position in Evergy in Q4 2024 and held it in 5 quarters.
  • Nova Wealth Management's Evergy position peaked at $1.47K in Q2 2025.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.