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Brandywine Global Investment Management’s Evergy EVRG Stock Holding History

Brandywine Global Investment Management’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
Q4 		$11.7M Sell
161,668
-1,366
-0.8% -$104K 0.08% 227
2025
Q3 		$12.4M Buy
163,034
+11,295
+7% +$805K 0.09% 222
2025
Q2 		$10.5M Buy
151,739
+11,522
+8% +$774K 0.07% 256
2025
Q1 		$9.67M Buy
140,217
+132
+0.1% +$8.64K 0.07% 260
2024
Q4 		$8.62M Sell
140,085
-11,211
-7% -$693K 0.06% 277
2024
Q3 		$9.04M Buy
151,296
+14,945
+11% +$870K 0.06% 281
2024
Q2 		$7.22M Buy
+136,351
New +$7.25M 0.05% 325
2023
Q4 		– Sell
-120,906
Closed -$6.13M – 709
2023
Q3 		$6.13M Sell
120,906
-6,675
-5% -$379K 0.05% 328
2023
Q2 		$7.45M Sell
127,581
-12,520
-9% -$756K 0.06% 297
2023
Q1 		$8.56M Sell
140,101
-9,613
-6% -$585K 0.07% 267
2022
Q4 		$9.42M Sell
149,714
-6,878
-4% -$413K 0.07% 243
2022
Q3 		$9.3M Sell
156,592
-2,383
-1% -$160K 0.09% 219
2022
Q2 		$10.4M Sell
158,975
-9,995
-6% -$678K 0.09% 198
2022
Q1 		$11.5M Sell
168,970
-8,300
-5% -$535K 0.08% 222
2021
Q4 		$12.2M Buy
177,270
+13,314
+8% +$866K 0.09% 223
2021
Q3 		$10.2M Sell
163,956
-10,359
-6% -$679K 0.08% 244
2021
Q2 		$10.5M Buy
+174,315
New +$10.9M 0.08% 264
2020
Q4 		– Sell
-373,737
Closed -$19M – 640
2020
Q3 		$19M Buy
373,737
+177,269
+90% +$9.91M 0.19% 128
2020
Q2 		$11.6M Sell
196,468
-1,576
-0.8% -$93.3K 0.12% 169
2020
Q1 		$10.9M Sell
198,044
-3,959
-2% -$260K 0.13% 154
2019
Q4 		$12.8M Sell
202,003
-4,459
-2% -$284K 0.09% 194
2019
Q3 		$13.7M Buy
+206,462
New +$13.1M 0.1% 182

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Brandywine Global Investment Management's EVRG Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Evergy (EVRG) stake by 0.84% in Q4 2025, selling an estimated $104K and leaving 161,668 shares worth $11.7M. The position accounts for 0.08% of the portfolio, ranked #227.

Brandywine Global Investment Management first reported a position in EVRG in Q3 2019 and has held it in 22 quarters since. The position peaked at $19M in Q3 2020. 923 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Brandywine Global Investment Management held 161,668 shares of Evergy worth $11.7M as of Q4 2025.
  • Brandywine Global Investment Management sold 1,366 Evergy shares in Q4 2025, an estimated $104K.
  • Evergy made up 0.08% of Brandywine Global Investment Management's portfolio in Q4 2025, its #227 holding.
  • Brandywine Global Investment Management first reported a position in Evergy in Q3 2019 and has held it in 22 quarters since.
  • Brandywine Global Investment Management's Evergy position peaked at $19M in Q3 2020.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.