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Synergy Asset Management’s Evergy EVRG Stock Holding History

Synergy Asset Management’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
-148,940
Closed -$10.3M – 249
2025
Q3 		$10.3M Buy
148,940
+74,470
+100% +$5.31M 0.37% 51
2025
Q2 		$5.13M Buy
+74,470
New +$5M 0.59% 33
2025
Q1 		– Sell
-124
Closed -$7.69K – 302
2024
Q4 		$7.69K Buy
+124
New +$7.67K ﹤0.01% 513

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 $3.38T AUM 44.17% 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

Synergy Asset Management's EVRG Position: Q4 2025 in Review

Synergy Asset Management sold out of Evergy (EVRG) in Q4 2025, closing a stake of 148,940 shares — an estimated $10.3M sold.

Synergy Asset Management first reported a position in EVRG in Q4 2024 and held it in 3 quarters. The position peaked at $10.3M in Q3 2025. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Synergy Asset Management reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 148,940 Evergy shares in Q4 2025, an estimated $10.3M.
  • Synergy Asset Management first reported a position in Evergy in Q4 2024 and held it in 3 quarters.
  • Synergy Asset Management's Evergy position peaked at $10.3M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.