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TruNorth Capital Management’s Evergy EVRG Stock Holding History

TruNorth Capital 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
-160
Closed -$12.2K – 210
2025
Q3 		$12.2K Buy
+160
New +$11.4K ﹤0.01% 325

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TruNorth Capital Management's EVRG Position: Q4 2025 in Review

TruNorth Capital Management sold out of Evergy (EVRG) in Q4 2025, closing a stake of 160 shares — an estimated $12.2K sold.

TruNorth Capital Management first reported a position in EVRG in Q3 2025 and held it in 1 quarter. The position peaked at $12.2K in Q3 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • TruNorth Capital Management reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 160 Evergy shares in Q4 2025, an estimated $12.2K.
  • TruNorth Capital Management first reported a position in Evergy in Q3 2025 and held it in 1 quarter.
  • TruNorth Capital Management's Evergy position peaked at $12.2K in Q3 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.