Synergy Financial Management »

Evergy shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evergy by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 149k 68.93
2025-06-30 $5.1M 75k 68.93
2024-12-31 $7.7k 124 62.01