United Asset Strategies’s Evergy EVRG Stock Holding History

United Asset Strategies’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	-3,768	Closed	-$232K	–	237
2024 Q4	$232K	Hold	3,768	–	–	0.02%	222
2024 Q3	$234K	Buy	+3,768	New	+$219K	0.02%	219

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

United Asset Strategies's EVRG Position: Q1 2025 in Review

United Asset Strategies sold out of Evergy (EVRG) in Q1 2025, closing a stake of 3,768 shares — an estimated $232K sold.

United Asset Strategies first reported a position in EVRG in Q3 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

United Asset Strategies reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
United Asset Strategies sold 3,768 Evergy shares in Q1 2025, an estimated $232K.
United Asset Strategies first reported a position in Evergy in Q3 2024 and held it in 2 quarters.
United Asset Strategies's Evergy position peaked at $234K in Q3 2024.
819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on United Asset Strategies's 13F filing for Q1 2025, filed 14 May 2025.