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Altshuler Shaham’s Evergy EVRG Stock Holding History

Altshuler Shaham’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
-341
Closed -$21K – 342
2024
Q4 		$21K Buy
+341
New +$21.1K ﹤0.01% 217
2023
Q1 		– Sell
-782
Closed -$49.2K – 409
2022
Q4 		$49.2K Sell
782
-39
-5% -$2.34K ﹤0.01% 214
2022
Q3 		$50K Buy
821
+7
+0.9% +$471 ﹤0.01% 219
2022
Q2 		$53K Sell
814
-99
-11% -$6.71K ﹤0.01% 240
2022
Q1 		$62K Sell
913
-30
-3% -$1.94K ﹤0.01% 335
2021
Q4 		$65K Buy
+943
New +$61.3K ﹤0.01% 388
2020
Q2 		– Sell
-2,395
Closed -$132K – 426
2020
Q1 		$132K Sell
2,395
-1,429
-37% -$93.9K 0.01% 148
2019
Q4 		$249K Buy
3,824
+629
+20% +$40.1K 0.01% 141
2019
Q3 		$213K Buy
3,195
+1,669
+109% +$106K 0.01% 142
2019
Q2 		$92K Buy
1,526
+751
+97% +$43.9K ﹤0.01% 159
2019
Q1 		$45K Buy
775
+317
+69% +$18K ﹤0.01% 127
2018
Q4 		$26K Buy
+458
New +$26.4K ﹤0.01% 152

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
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

Altshuler Shaham's EVRG Position: Q1 2025 in Review

Altshuler Shaham sold out of Evergy (EVRG) in Q1 2025, closing a stake of 341 shares — an estimated $21K sold.

Altshuler Shaham first reported a position in EVRG in Q4 2018 and held it in 12 quarters. The position peaked at $249K in Q4 2019. 820 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Altshuler Shaham reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 341 Evergy shares in Q1 2025, an estimated $21K.
  • Altshuler Shaham first reported a position in Evergy in Q4 2018 and held it in 12 quarters.
  • Altshuler Shaham's Evergy position peaked at $249K in Q4 2019.
  • 820 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.