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Stelac Advisory Services’s Evergy EVRG Stock Holding History

Stelac Advisory Services’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
Q1 		– Sell
-4,000
Closed -$246K – 107
2024
Q4 		$246K Hold
4,000
– – 0.1% 74
2024
Q3 		$248K Hold
4,000
– – 0.1% 69
2024
Q2 		$212K Hold
4,000
– – 0.09% 76
2024
Q1 		$214K Buy
+4,000
New +$204K 0.1% 73

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stelac Advisory Services's EVRG Position: Q1 2025 in Review

Stelac Advisory Services sold out of Evergy (EVRG) in Q1 2025, closing a stake of 4,000 shares — an estimated $246K sold.

Stelac Advisory Services first reported a position in EVRG in Q1 2024 and held it in 4 quarters. The position peaked at $248K in Q3 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Stelac Advisory Services reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Stelac Advisory Services sold 4,000 Evergy shares in Q1 2025, an estimated $246K.
  • Stelac Advisory Services first reported a position in Evergy in Q1 2024 and held it in 4 quarters.
  • Stelac Advisory Services's Evergy position peaked at $248K in Q3 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Stelac Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.