RWM
EVRG icon

Ruedi Wealth Management’s Evergy EVRG Stock Holding History

Ruedi 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
Q2 		– Sell
-1,000
Closed -$69K – 149
2025
Q1 		$69K Hold
1,000
– – 0.02% 79
2024
Q4 		$61.5K Hold
1,000
– – 0.02% 80
2024
Q3 		$62K Hold
1,000
– – 0.02% 80
2024
Q2 		$53K Hold
1,000
– – 0.02% 82
2024
Q1 		$53.4K Hold
1,000
– – 0.02% 84
2023
Q4 		$52.2K Hold
1,000
– – 0.02% 80
2023
Q3 		$50.7K Hold
1,000
– – 0.03% 76
2023
Q2 		$58.4K Hold
1,000
– – 0.03% 69
2023
Q1 		$61.1K Hold
1,000
– – 0.04% 73
2022
Q4 		$62.9K Buy
+1,000
New +$60.1K 0.04% 67

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

Ruedi Wealth Management's EVRG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Evergy (EVRG) in Q2 2025, closing a stake of 1,000 shares — an estimated $69K sold.

Ruedi Wealth Management first reported a position in EVRG in Q4 2022 and held it in 10 quarters. The position peaked at $69K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 1,000 Evergy shares in Q2 2025, an estimated $69K.
  • Ruedi Wealth Management first reported a position in Evergy in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Evergy position peaked at $69K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.