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D.B. Root & Company’s Evergy EVRG Stock Holding History

D.B. Root & Company’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
-4,950
Closed -$305K – 190
2024
Q4 		$305K Sell
4,950
-297
-6% -$18.4K 0.1% 137
2024
Q3 		$325K Sell
5,247
-2,527
-33% -$147K 0.11% 135
2024
Q2 		$412K Sell
7,774
-147
-2% -$7.82K 0.14% 124
2024
Q1 		$423K Hold
7,921
– – 0.14% 121
2023
Q4 		$413K Buy
7,921
+2,120
+37% +$107K 0.15% 122
2023
Q3 		$294K Buy
5,801
+36
+0.6% +$2.04K 0.11% 142
2023
Q2 		$337K Buy
5,765
+370
+7% +$22.3K 0.13% 142
2023
Q1 		$330K Sell
5,395
-2
-0% -$122 0.13% 137
2022
Q4 		$340K Sell
5,397
-356
-6% -$21.4K 0.14% 128
2022
Q3 		$341K Buy
+5,753
New +$387K 0.16% 125

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

D.B. Root & Company's EVRG Position: Q1 2025 in Review

D.B. Root & Company sold out of Evergy (EVRG) in Q1 2025, closing a stake of 4,950 shares — an estimated $305K sold.

D.B. Root & Company first reported a position in EVRG in Q3 2022 and held it in 10 quarters. The position peaked at $423K in Q1 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • D.B. Root & Company reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • D.B. Root & Company sold 4,950 Evergy shares in Q1 2025, an estimated $305K.
  • D.B. Root & Company first reported a position in Evergy in Q3 2022 and held it in 10 quarters.
  • D.B. Root & Company's Evergy position peaked at $423K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on D.B. Root & Company's 13F filing for Q1 2025, filed 14 May 2025.