SteelPeak Wealth’s Evergy EVRG Stock Holding History

SteelPeak Wealth’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	–	Sell	-3,128	Closed	-$216K	–	610
2025 Q2	$216K	Sell	3,128 -12,858	-80%	-$864K	0.01%	488
2025 Q1	$1.1M	Buy	15,986 +406	+3%	+$26.6K	0.05%	239
2024 Q4	$959K	Buy	+15,580	New	+$963K	0.04%	253

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

SteelPeak Wealth's EVRG Position: Q3 2025 in Review

SteelPeak Wealth sold out of Evergy (EVRG) in Q3 2025, closing a stake of 3,128 shares — an estimated $216K sold.

SteelPeak Wealth first reported a position in EVRG in Q4 2024 and held it in 3 quarters. The position peaked at $1.1M in Q1 2025. 854 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

SteelPeak Wealth reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 3,128 Evergy shares in Q3 2025, an estimated $216K.
SteelPeak Wealth first reported a position in Evergy in Q4 2024 and held it in 3 quarters.
SteelPeak Wealth's Evergy position peaked at $1.1M in Q1 2025.
854 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.