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Robertson Stephens Wealth Management’s Evergy EVRG Stock Holding History

Robertson Stephens Wealth 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
Q4 		– Sell
-3,812
Closed -$290K – 660
2025
Q3 		$290K Buy
+3,812
New +$272K 0.01% 451
2024
Q4 		– Sell
-3,980
Closed -$247K – 589
2024
Q3 		$247K Buy
+3,980
New +$232K 0.01% 555

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

Robertson Stephens Wealth Management's EVRG Position: Q4 2025 in Review

Robertson Stephens Wealth Management sold out of Evergy (EVRG) in Q4 2025, closing a stake of 3,812 shares — an estimated $290K sold.

Robertson Stephens Wealth Management first reported a position in EVRG in Q3 2024 and held it in 2 quarters. The position peaked at $290K in Q3 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Robertson Stephens Wealth Management reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,812 Evergy shares in Q4 2025, an estimated $290K.
  • Robertson Stephens Wealth Management first reported a position in Evergy in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Evergy position peaked at $290K in Q3 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.