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West Financial Advisors’s Evergy EVRG Stock Holding History

West Financial Advisors’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
-177
Closed -$10.9K – 211
2024
Q4 		$10.9K Buy
+177
New +$10.9K ﹤0.01% 149
2022
Q4 		– Sell
-681
Closed -$40K – 179
2022
Q3 		$40K Hold
681
– – 0.01% 104
2022
Q2 		$44K Hold
681
– – 0.01% 102
2022
Q1 		$47K Hold
681
– – 0.01% 104
2021
Q4 		$47K Hold
681
– – 0.01% 111
2021
Q3 		$42K Hold
681
– – 0.01% 104
2021
Q2 		$41K Hold
681
– – 0.01% 96
2021
Q1 		$41K Hold
681
– – 0.01% 94
2020
Q4 		$38K Buy
+681
New +$37.4K 0.01% 95

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

West Financial Advisors's EVRG Position: Q1 2025 in Review

West Financial Advisors sold out of Evergy (EVRG) in Q1 2025, closing a stake of 177 shares — an estimated $10.9K sold.

West Financial Advisors first reported a position in EVRG in Q4 2020 and held it in 9 quarters. The position peaked at $47K in Q1 2022. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • West Financial Advisors reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • West Financial Advisors sold 177 Evergy shares in Q1 2025, an estimated $10.9K.
  • West Financial Advisors first reported a position in Evergy in Q4 2020 and held it in 9 quarters.
  • West Financial Advisors's Evergy position peaked at $47K in Q1 2022.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.