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Amica Retiree Medical Trust’s Evergy EVRG Stock Holding History

Amica Retiree Medical Trust’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 		$70K Sell
922
-103
-10% -$7.34K 0.1% 117
2025
Q2 		$71K Hold
1,025
– – 0.1% 113
2025
Q1 		$71K Sell
1,025
-183
-15% -$12K 0.11% 112
2024
Q4 		$74K Hold
1,208
– – 0.07% 122
2024
Q3 		$75K Buy
+1,208
New +$70.3K 0.06% 126
2023
Q3 		$515K Hold
10,162
– – 0.61% 57
2023
Q2 		$594K Sell
10,162
-1,386
-12% -$83.7K 0.66% 54
2023
Q1 		$706K Buy
11,548
+1,541
+15% +$93.7K 0.75% 51
2022
Q4 		$630K Buy
10,007
+4,088
+69% +$246K 0.81% 43
2022
Q3 		$352K Buy
5,919
+458
+8% +$30.8K 0.44% 80
2022
Q2 		$356K Sell
5,461
-1,228
-18% -$83.3K 0.4% 80
2022
Q1 		$457K Hold
6,689
– – 0.43% 78
2021
Q4 		$459K Sell
6,689
-1,261
-16% -$82K 0.39% 80
2021
Q3 		$494K Sell
7,950
-3,488
-30% -$229K 0.45% 75
2021
Q2 		$691K Hold
11,438
– – 0.44% 76
2021
Q1 		$681K Hold
11,438
– – 0.46% 77
2020
Q4 		$635K Buy
11,438
+2,310
+25% +$127K 0.45% 77
2020
Q3 		$464K Buy
9,128
+2,623
+40% +$147K 0.36% 90
2020
Q2 		$386K Hold
6,505
– – 0.3% 100
2020
Q1 		$358K Buy
6,505
+3,182
+96% +$209K 0.32% 95
2019
Q4 		$216K Hold
3,323
– – 0.17% 198
2019
Q3 		$221K Sell
3,323
-558
-14% -$35.3K 0.18% 182
2019
Q2 		$233K Buy
3,881
+2,568
+196% +$150K 0.19% 155
2019
Q1 		$76K Hold
1,313
– – 0.07% 276
2018
Q4 		$75K Hold
1,313
– – 0.07% 271
2018
Q3 		$72K Hold
1,313
– – 0.06% 284
2018
Q2 		$74K Buy
+1,313
New +$70.3K 0.06% 282

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Amica Retiree Medical Trust's EVRG Position: Q3 2025 in Review

Amica Retiree Medical Trust reduced its Evergy (EVRG) stake by 10% in Q3 2025, selling an estimated $7.34K and leaving 922 shares worth $70K. The position accounts for 0.1% of the portfolio, ranked #117.

Amica Retiree Medical Trust first reported a position in EVRG in Q2 2018 and has held it in 27 quarters since. The position peaked at $706K in Q1 2023. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Amica Retiree Medical Trust held 922 shares of Evergy worth $70K as of Q3 2025.
  • Amica Retiree Medical Trust sold 103 Evergy shares in Q3 2025, an estimated $7.34K.
  • Evergy made up 0.1% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #117 holding.
  • Amica Retiree Medical Trust first reported a position in Evergy in Q2 2018 and has held it in 27 quarters since.
  • Amica Retiree Medical Trust's Evergy position peaked at $706K in Q1 2023.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.