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Sound View Wealth Advisors Group’s Evergy EVRG Stock Holding History

Sound View Wealth Advisors 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
Q4 		– Sell
-4,342
Closed -$330K – 424
2025
Q3 		$330K Sell
4,342
-230
-5% -$16.4K 0.02% 341
2025
Q2 		$315K Hold
4,572
– – 0.02% 338
2025
Q1 		$315K Sell
4,572
-1,800
-28% -$118K 0.03% 321
2024
Q4 		$392K Hold
6,372
– – 0.03% 293
2024
Q3 		$395K Buy
6,372
+2,347
+58% +$137K 0.03% 294
2024
Q2 		$213K Hold
4,025
– – 0.02% 345
2024
Q1 		$215K Sell
4,025
-402
-9% -$20.5K 0.02% 350
2023
Q4 		$231K Buy
+4,427
New +$223K 0.03% 349
2023
Q3 		– Sell
-3,972
Closed -$232K – 369
2023
Q2 		$232K Sell
3,972
-211
-5% -$12.7K 0.03% 325
2023
Q1 		$256K Sell
4,183
-244
-6% -$14.8K 0.04% 309
2022
Q4 		$231K Buy
+4,427
New +$266K 0.03% 349

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound View Wealth Advisors Group's EVRG Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Evergy (EVRG) in Q4 2025, closing a stake of 4,342 shares — an estimated $330K sold.

Sound View Wealth Advisors Group first reported a position in EVRG in Q4 2022 and held it in 11 quarters. The position peaked at $395K in Q3 2024. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 4,342 Evergy shares in Q4 2025, an estimated $330K.
  • Sound View Wealth Advisors Group first reported a position in Evergy in Q4 2022 and held it in 11 quarters.
  • Sound View Wealth Advisors Group's Evergy position peaked at $395K in Q3 2024.
  • 925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.