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Sonora Investment Management Group’s Evergy EVRG Stock Holding History

Sonora Investment Management Group’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
Q3 		$17M Sell
223,924
-1,991
-0.9% -$142K 1.21% 25
2025
Q2 		$15.6M Buy
225,915
+3,269
+1% +$220K 1.16% 26
2025
Q1 		$15.4M Buy
222,646
+22,415
+11% +$1.47M 1.22% 26
2024
Q4 		$12.3M Buy
200,231
+9,296
+5% +$575K 0.94% 36
2024
Q3 		$11.8M Buy
190,935
+12,102
+7% +$704K 0.88% 44
2024
Q2 		$9.55M Hold
178,833
– – 0.75% 52
2024
Q1 		$9.55M Buy
178,833
+6,986
+4% +$357K 0.75% 52
2023
Q4 		$8.97M Buy
171,847
+4,647
+3% +$234K 0.73% 50
2023
Q3 		$8.48M Buy
167,200
+7,899
+5% +$448K 0.73% 49
2023
Q2 		$9.31M Buy
159,301
+2,254
+1% +$136K 0.78% 48
2023
Q1 		$9.6M Buy
157,047
+22,192
+16% +$1.35M 0.84% 42
2022
Q4 		$8.49M Buy
134,855
+9,605
+8% +$577K 0.77% 50
2022
Q3 		$8.17M Buy
125,250
+130
+0.1% +$8.75K 1.05% 35
2022
Q2 		$8.16M Buy
125,120
+4,542
+4% +$308K 0.77% 49
2022
Q1 		$8.24M Sell
120,578
-61
-0.1% -$3.94K 0.93% 40
2021
Q4 		$8.28M Buy
+120,639
New +$7.84M 0.96% 38

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

Sonora Investment Management Group's EVRG Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Evergy (EVRG) stake by 0.88% in Q3 2025, selling an estimated $142K and leaving 223,924 shares worth $17M. The position accounts for 1.21% of the portfolio, ranked #25.

Sonora Investment Management Group first reported a position in EVRG in Q4 2021 and has held it in 16 quarters since. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Sonora Investment Management Group held 223,924 shares of Evergy worth $17M as of Q3 2025.
  • Sonora Investment Management Group sold 1,991 Evergy shares in Q3 2025, an estimated $142K.
  • Evergy made up 1.21% of Sonora Investment Management Group's portfolio in Q3 2025, its #25 holding.
  • Sonora Investment Management Group first reported a position in Evergy in Q4 2021 and has held it in 16 quarters since.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.