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Summit Wealth Group (Colorado)’s Evergy EVRG Stock Holding History

Summit Wealth Group (Colorado)’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
-2,973
Closed -$502K – 380
2025
Q3 		$502K Buy
+2,973
New +$212K 0.05% 262

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

Summit Wealth Group (Colorado)'s EVRG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Evergy (EVRG) in Q4 2025, closing a stake of 2,973 shares — an estimated $502K sold.

Summit Wealth Group (Colorado) first reported a position in EVRG in Q3 2025 and held it in 1 quarter. The position peaked at $502K in Q3 2025. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,973 Evergy shares in Q4 2025, an estimated $502K.
  • Summit Wealth Group (Colorado) first reported a position in Evergy in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Evergy position peaked at $502K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.