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Beacon Capital Management LLC (Tennessee)’s Evergy EVRG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-32
Closed -$2.23K – 401
2025
Q2 		$2.23K Buy
+32
New +$2.15K ﹤0.01% 889
2024
Q2 		– Sell
-53
Closed -$2.83K – 1072
2024
Q1 		$2.83K Buy
53
+38
+253% +$1.94K ﹤0.01% 816
2023
Q4 		$761 Hold
15
– – ﹤0.01% 893
2023
Q3 		$876 Hold
15
– – ﹤0.01% 933
2023
Q2 		$876 Hold
15
– – ﹤0.01% 933
2023
Q1 		$917 Hold
15
– – ﹤0.01% 848
2022
Q4 		$944 Sell
15
-101
-87% -$6.07K ﹤0.01% 894
2022
Q3 		$8K Hold
116
– – ﹤0.01% 512
2022
Q2 		$8K Hold
116
– – ﹤0.01% 557
2022
Q1 		$8K Buy
+116
New +$7.48K ﹤0.01% 557

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

Beacon Capital Management LLC (Tennessee)'s EVRG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Evergy (EVRG) in Q3 2025, closing a stake of 32 shares — an estimated $2.23K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EVRG in Q1 2022 and held it in 10 quarters. The position peaked at $8K in Q3 2022. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 32 Evergy shares in Q3 2025, an estimated $2.23K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Evergy in Q1 2022 and held it in 10 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Evergy position peaked at $8K in Q3 2022.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.