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Churchill Management’s Evergy EVRG Stock Holding History

Churchill 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
Q2 		$10.1M Buy
147,233
+6,989
+5% +$470K 0.11% 74
2025
Q1 		$9.67M Buy
140,244
+12,714
+10% +$832K 0.12% 70
2024
Q4 		$7.85M Buy
127,530
+8,339
+7% +$516K 0.09% 88
2024
Q3 		$7.39M Buy
119,191
+10,436
+10% +$607K 0.08% 91
2024
Q2 		$5.76M Buy
+108,755
New +$5.79M 0.07% 100

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

Churchill Management's EVRG Position: Q2 2025 in Review

Churchill Management increased its Evergy (EVRG) stake by 5% in Q2 2025, buying an estimated $470K and bringing the position to 147,233 shares worth $10.1M. The position accounts for 0.11% of the portfolio, ranked #74.

Churchill Management first reported a position in EVRG in Q2 2024 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Churchill Management held 147,233 shares of Evergy worth $10.1M as of Q2 2025.
  • Churchill Management bought 6,989 Evergy shares in Q2 2025, an estimated $470K.
  • Evergy made up 0.11% of Churchill Management's portfolio in Q2 2025, its #74 holding.
  • Churchill Management first reported a position in Evergy in Q2 2024 and has held it in 5 quarters since.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.