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Stephens Consulting’s Evergy EVRG Stock Holding History

Stephens Consulting’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 		$943 Buy
+13
New +$986 ﹤0.01% 400
2025
Q3 		– Sell
-8
Closed -$552 – 651
2025
Q2 		$552 Buy
+8
New +$538 ﹤0.01% 881

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

Stephens Consulting's EVRG Position: Q4 2025 in Review

Stephens Consulting opened a new position in Evergy (EVRG) in Q4 2025: 13 shares worth $943. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in EVRG as recently as Q2 2025.

Stephens Consulting first reported a position in EVRG in Q2 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Stephens Consulting held 13 shares of Evergy worth $943 as of Q4 2025.
  • Evergy was a new Stephens Consulting position in Q4 2025.
  • Evergy made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #400 holding.
  • Stephens Consulting first reported a position in Evergy in Q2 2025 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.