CI Investments Inc
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CI Investments Inc’s Evergy EVRG Stock Holding History

CI Investments Inc’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 		– Sell
-3,690
Closed -$281K – 849
2025
Q3 		$281K Sell
3,690
-1,735
-32% -$124K ﹤0.01% 632
2025
Q2 		$374K Sell
5,425
-1,691
-24% -$114K ﹤0.01% 584
2025
Q1 		$491K Buy
7,116
+476
+7% +$31.1K ﹤0.01% 525
2024
Q4 		$409K Sell
6,640
-12,108
-65% -$749K ﹤0.01% 550
2024
Q3 		$1.16M Sell
18,748
-303
-2% -$17.6K ﹤0.01% 394
2024
Q2 		$1.01M Buy
19,051
+150
+0.8% +$7.98K ﹤0.01% 394
2024
Q1 		$1.01M Buy
18,901
+2,669
+16% +$136K ﹤0.01% 390
2023
Q4 		$847K Sell
16,232
-5,255
-24% -$264K ﹤0.01% 382
2023
Q3 		$1.09M Sell
21,487
-194
-0.9% -$11K 0.01% 361
2023
Q2 		$1.27M Sell
21,681
-3,320
-13% -$201K 0.01% 356
2023
Q1 		$1.53M Buy
25,001
+22,036
+743% +$1.34M 0.01% 349
2022
Q4 		$187K Sell
2,965
-947
-24% -$56.9K ﹤0.01% 618
2022
Q3 		$232K Buy
3,912
+91
+2% +$6.12K ﹤0.01% 564
2022
Q2 		$249K Sell
3,821
-2,965
-44% -$201K ﹤0.01% 569
2022
Q1 		$464K Hold
6,786
– – ﹤0.01% 548
2021
Q4 		$466K Buy
6,786
+6,758
+24,136% +$439K ﹤0.01% 598
2021
Q3 		$2K Buy
+28
New +$1.84K ﹤0.01% 1156
2020
Q2 		– Sell
-26,794
Closed -$1.48M – 643
2020
Q1 		$1.48M Sell
26,794
-3,197
-11% -$210K 0.01% 320
2019
Q4 		$1.95M Sell
29,991
-9,057
-23% -$578K 0.01% 322
2019
Q3 		$2.6M Buy
+39,048
New +$2.47M 0.01% 282

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

CI Investments Inc's EVRG Position: Q4 2025 in Review

CI Investments Inc sold out of Evergy (EVRG) in Q4 2025, closing a stake of 3,690 shares — an estimated $281K sold.

CI Investments Inc first reported a position in EVRG in Q3 2019 and held it in 20 quarters. The position peaked at $2.6M in Q3 2019. 923 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • CI Investments Inc reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 3,690 Evergy shares in Q4 2025, an estimated $281K.
  • CI Investments Inc first reported a position in Evergy in Q3 2019 and held it in 20 quarters.
  • CI Investments Inc's Evergy position peaked at $2.6M in Q3 2019.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.