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Virtus Investment Advisers’s Evergy EVRG Stock Holding History

Virtus Investment Advisers’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
-2,391
Closed -$182K – 499
2025
Q3 		$182K Sell
2,391
-162
-6% -$11.5K 0.05% 268
2025
Q2 		$176K Buy
2,553
+113
+5% +$7.59K 0.06% 251
2025
Q1 		$168K Sell
2,440
-6,965
-74% -$456K 0.05% 288
2024
Q4 		$579K Buy
+9,405
New +$582K 0.45% 60
2023
Q3 		– Sell
-1,443
Closed -$84.3K – 260
2023
Q2 		$84.3K Hold
1,443
– – 0.06% 250
2023
Q1 		$88.2K Hold
1,443
– – 0.06% 252
2022
Q4 		$90.8K Hold
1,443
– – 0.06% 279
2022
Q3 		$86K Buy
+1,443
New +$97.1K 0.04% 312

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

Virtus Investment Advisers's EVRG Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Evergy (EVRG) in Q4 2025, closing a stake of 2,391 shares — an estimated $182K sold.

Virtus Investment Advisers first reported a position in EVRG in Q3 2022 and held it in 8 quarters. The position peaked at $579K in Q4 2024. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Virtus Investment Advisers reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 2,391 Evergy shares in Q4 2025, an estimated $182K.
  • Virtus Investment Advisers first reported a position in Evergy in Q3 2022 and held it in 8 quarters.
  • Virtus Investment Advisers's Evergy position peaked at $579K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.