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Private Wealth Asset Management’s Evergy EVRG Stock Holding History

Private Wealth Asset 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
2025
Q2 		– Sell
-26
Closed -$1.79K – 1148
2025
Q1 		$1.79K Buy
+26
New +$1.7K ﹤0.01% 807

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

Private Wealth Asset Management's EVRG Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Evergy (EVRG) in Q2 2025, closing a stake of 26 shares — an estimated $1.79K sold.

Private Wealth Asset Management first reported a position in EVRG in Q1 2025 and held it in 1 quarter. The position peaked at $1.79K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 26 Evergy shares in Q2 2025, an estimated $1.79K.
  • Private Wealth Asset Management first reported a position in Evergy in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Evergy position peaked at $1.79K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.