Country Club Bank’s Evergy EVRG Stock Holding History

Country Club Bank’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 Q3	$206K	Buy	+2,744	New	+$196K	0.01%	319
2025 Q1	–	Sell	-3,297	Closed	-$203K	–	324
2024 Q4	$203K	Buy	+3,297	New	+$204K	0.01%	314
2023 Q4	–	Sell	-6,085	Closed	-$307K	–	298
2023 Q3	$307K	Sell	6,085 -1,500	-20%	-$85.2K	0.03%	261
2023 Q2	$437K	Sell	7,585 -598	-7%	-$36.1K	0.03%	239
2023 Q1	$495K	Buy	8,183 +1,375	+20%	+$83.6K	0.04%	230
2022 Q4	$428K	Sell	6,808 -878	-11%	-$52.7K	0.04%	230
2022 Q3	$465K	Sell	7,686 -42	-0.5%	-$2.83K	0.04%	211
2022 Q2	$503K	Buy	7,728 +948	+14%	+$64.3K	0.05%	200
2022 Q1	$462K	Buy	+6,780	New	+$437K	0.04%	196

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Country Club Bank's EVRG Position: Q3 2025 in Review

Country Club Bank opened a new position in Evergy (EVRG) in Q3 2025: 2,744 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Country Club Bank previously reported a position in EVRG as recently as Q4 2024.

Country Club Bank first reported a position in EVRG in Q1 2022 and has held it in 9 quarters since. The position peaked at $503K in Q2 2022. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

Country Club Bank held 2,744 shares of Evergy worth $206K as of Q3 2025.
Evergy was a new Country Club Bank position in Q3 2025.
Evergy made up 0.01% of Country Club Bank's portfolio in Q3 2025, its #319 holding.
Country Club Bank first reported a position in Evergy in Q1 2022 and has held it in 9 quarters since.
Country Club Bank's Evergy position peaked at $503K in Q2 2022.
852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.