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PAX Financial Group’s Evergy EVRG Stock Holding History

PAX Financial Group’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
-3,562
Closed -$271K – 213
2025
Q3 		$271K Buy
+3,562
New +$254K 0.05% 195
2025
Q2 		– Sell
-3,554
Closed -$245K – 249
2025
Q1 		$245K Buy
3,554
+69
+2% +$4.51K 0.04% 225
2024
Q4 		$215K Buy
3,485
+20
+0.6% +$1.24K 0.04% 222
2024
Q3 		$215K Buy
+3,465
New +$202K 0.04% 217
2023
Q4 		– Sell
-4,032
Closed -$204K – 222
2023
Q3 		$204K Buy
4,032
+160
+4% +$9.08K 0.05% 208
2023
Q2 		$226K Sell
3,872
-16
-0.4% -$966 0.05% 191
2023
Q1 		$238K Buy
3,888
+559
+17% +$34K 0.06% 176
2022
Q4 		$210K Sell
3,329
-446
-12% -$26.8K 0.05% 199
2022
Q3 		$224K Buy
3,775
+141
+4% +$9.49K 0.06% 161
2022
Q2 		$237K Buy
3,634
+327
+10% +$22.2K 0.06% 157
2022
Q1 		$226K Buy
+3,307
New +$213K 0.05% 189

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

PAX Financial Group's EVRG Position: Q4 2025 in Review

PAX Financial Group sold out of Evergy (EVRG) in Q4 2025, closing a stake of 3,562 shares — an estimated $271K sold.

PAX Financial Group first reported a position in EVRG in Q1 2022 and held it in 11 quarters. The position peaked at $271K in Q3 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • PAX Financial Group reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • PAX Financial Group sold 3,562 Evergy shares in Q4 2025, an estimated $271K.
  • PAX Financial Group first reported a position in Evergy in Q1 2022 and held it in 11 quarters.
  • PAX Financial Group's Evergy position peaked at $271K in Q3 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on PAX Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.