Axa
EVRG icon

Axa’s Evergy EVRG Stock Holding History

Axa’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
-96,443
Closed -$5.94M – 1077
2024
Q4 		$5.94M Buy
96,443
+60,272
+167% +$3.73M 0.02% 498
2024
Q3 		$2.24M Buy
+36,171
New +$2.1M 0.01% 721
2022
Q1 		– Sell
-7,400
Closed -$508K – 1200
2021
Q4 		$508K Buy
7,400
+3,500
+90% +$228K ﹤0.01% 1020
2021
Q3 		$243K Buy
+3,900
New +$256K ﹤0.01% 1165
2020
Q4 		– Sell
-153
Closed -$8K – 1288
2020
Q3 		$8K Buy
+153
New +$8.55K ﹤0.01% 1284
2018
Q3 		– Sell
-28,126
Closed -$1.58M – 1351
2018
Q2 		$1.58M Buy
+28,126
New +$1.51M 0.01% 911

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

Axa's EVRG Position: Q1 2025 in Review

Axa sold out of Evergy (EVRG) in Q1 2025, closing a stake of 96,443 shares — an estimated $5.94M sold.

Axa first reported a position in EVRG in Q2 2018 and held it in 6 quarters. The position peaked at $5.94M in Q4 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Axa reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Axa sold 96,443 Evergy shares in Q1 2025, an estimated $5.94M.
  • Axa first reported a position in Evergy in Q2 2018 and held it in 6 quarters.
  • Axa's Evergy position peaked at $5.94M in Q4 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

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