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Principia Wealth Advisory’s Evergy EVRG Stock Holding History

Principia Wealth Advisory’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 		$217 Buy
+3
New +$228 ﹤0.01% 921

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

Principia Wealth Advisory's EVRG Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Evergy (EVRG) in Q4 2025: 3 shares worth $217. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings.

922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Principia Wealth Advisory held 3 shares of Evergy worth $217 as of Q4 2025.
  • Evergy was a new Principia Wealth Advisory position in Q4 2025.
  • Evergy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #921 holding.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.