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WealthTrak Capital Management’s Evergy EVRG Stock Holding History

WealthTrak 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
Q3 		– Sell
-10
Closed -$690 – 360
2025
Q2 		$690 Sell
10
-5
-33% -$336 ﹤0.01% 588
2025
Q1 		$1.03K Buy
15
+5
+50% +$327 ﹤0.01% 515
2024
Q4 		$616 Buy
+10
New +$618 ﹤0.01% 525

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

WealthTrak Capital Management's EVRG Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Evergy (EVRG) in Q3 2025, closing a stake of 10 shares — an estimated $690 sold.

WealthTrak Capital Management first reported a position in EVRG in Q4 2024 and held it in 3 quarters. The position peaked at $1.03K in Q1 2025. 854 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Evergy shares in Q3 2025, an estimated $690.
  • WealthTrak Capital Management first reported a position in Evergy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Evergy position peaked at $1.03K in Q1 2025.
  • 854 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.