Rise Advisors’s Evergy EVRG Stock Holding History

Rise Advisors’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	-10	Closed	-$760	–	548
2025 Q3	$760	Hold	10	–	–	﹤0.01%	1315
2025 Q2	$689	Hold	10	–	–	﹤0.01%	1351
2025 Q1	$690	Buy	+10	New	+$654	﹤0.01%	1341

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 $3.38T AUM 44.17% 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

Rise Advisors's EVRG Position: Q4 2025 in Review

Rise Advisors sold out of Evergy (EVRG) in Q4 2025, closing a stake of 10 shares — an estimated $760 sold.

Rise Advisors first reported a position in EVRG in Q1 2025 and held it in 3 quarters. The position peaked at $760 in Q3 2025. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

Rise Advisors reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 10 Evergy shares in Q4 2025, an estimated $760.
Rise Advisors first reported a position in Evergy in Q1 2025 and held it in 3 quarters.
Rise Advisors's Evergy position peaked at $760 in Q3 2025.
925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.