Callan Capital’s Evergy EVRG Stock Holding History

Callan Capital’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	$275K	Buy	3,990 +257	+7%	+$16.8K	0.02%	300
2024 Q4	$230K	Buy	+3,733	New	+$231K	0.02%	302

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Callan Capital's EVRG Position: Q1 2025 in Review

Callan Capital increased its Evergy (EVRG) stake by 6.9% in Q1 2025, buying an estimated $16.8K and bringing the position to 3,990 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #300.

Callan Capital first reported a position in EVRG in Q4 2024 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

Callan Capital held 3,990 shares of Evergy worth $275K as of Q1 2025.
Callan Capital bought 257 Evergy shares in Q1 2025, an estimated $16.8K.
Evergy made up 0.02% of Callan Capital's portfolio in Q1 2025, its #300 holding.
Callan Capital first reported a position in Evergy in Q4 2024 and has held it in 2 quarters since.
819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.