Proffitt & Goodson’s Evergy EVRG Stock Holding History

Proffitt & Goodson’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	-11	Closed	-$837	–	347
2025 Q3	$837	Buy	+11	New	+$784	﹤0.01%	389

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Proffitt & Goodson's EVRG Position: Q4 2025 in Review

Proffitt & Goodson sold out of Evergy (EVRG) in Q4 2025, closing a stake of 11 shares — an estimated $837 sold.

Proffitt & Goodson first reported a position in EVRG in Q3 2025 and held it in 1 quarter. The position peaked at $837 in Q3 2025. 923 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

Proffitt & Goodson reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 11 Evergy shares in Q4 2025, an estimated $837.
Proffitt & Goodson first reported a position in Evergy in Q3 2025 and held it in 1 quarter.
Proffitt & Goodson's Evergy position peaked at $837 in Q3 2025.
923 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.