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Concourse Financial Group Securities’s Evergy EVRG Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-6,424
Closed -$404K – 649
2024
Q4 		$404K Sell
6,424
-485
-7% -$30K 0.02% 529
2024
Q3 		$428K Sell
6,909
-530
-7% -$30.8K 0.03% 495
2024
Q2 		$394K Sell
7,439
-552
-7% -$29.4K 0.02% 507
2024
Q1 		$427K Sell
7,991
-2,838
-26% -$145K 0.03% 476
2023
Q4 		$565K Buy
10,829
+2,049
+23% +$103K 0.04% 410
2023
Q3 		$445K Buy
8,780
+374
+4% +$21.2K 0.03% 437
2023
Q2 		$491K Buy
8,406
+252
+3% +$15.2K 0.04% 440
2023
Q1 		$498K Buy
8,154
+399
+5% +$24.3K 0.04% 435
2022
Q4 		$488K Buy
7,755
+270
+4% +$16.2K 0.04% 418
2022
Q3 		$445K Buy
7,485
+3,549
+90% +$239K 0.04% 378
2022
Q2 		$257K Buy
3,936
+466
+13% +$31.6K 0.02% 541
2022
Q1 		$237K Buy
3,470
+43
+1% +$2.77K 0.02% 598
2021
Q4 		$235K Buy
3,427
+2,236
+188% +$145K 0.01% 672
2021
Q3 		$74K Buy
1,191
+121
+11% +$7.93K ﹤0.01% 1132
2021
Q2 		$65K Buy
1,070
+35
+3% +$2.19K ﹤0.01% 1187
2021
Q1 		$62K Buy
1,035
+35
+4% +$1.94K ﹤0.01% 1132
2020
Q4 		$56K Sell
1,000
-20
-2% -$1.1K ﹤0.01% 1117
2020
Q3 		$52K Hold
1,020
– – ﹤0.01% 1043
2020
Q2 		$60K Hold
1,020
– – 0.01% 918
2020
Q1 		$56K Hold
1,020
– – 0.01% 854
2019
Q4 		$66K Buy
1,020
+920
+920% +$58.7K 0.01% 847
2019
Q3 		$7K Sell
100
-996
-91% -$63K ﹤0.01% 1239
2019
Q2 		$66K Hold
1,096
– – 0.01% 777
2019
Q1 		$63K Buy
1,096
+28
+3% +$1.59K 0.01% 802
2018
Q4 		$60K Sell
1,068
-350
-25% -$20.2K 0.01% 764
2018
Q3 		$78K Buy
+1,418
New +$80.2K 0.02% 483

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concourse Financial Group Securities's EVRG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Evergy (EVRG) in Q1 2025, closing a stake of 6,424 shares — an estimated $404K sold.

Concourse Financial Group Securities first reported a position in EVRG in Q3 2018 and held it in 26 quarters. The position peaked at $565K in Q4 2023. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,424 Evergy shares in Q1 2025, an estimated $404K.
  • Concourse Financial Group Securities first reported a position in Evergy in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Evergy position peaked at $565K in Q4 2023.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.