EBA
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Eagle Bay Advisors’s Evergy EVRG Stock Holding History

Eagle Bay Advisors’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
-40
Closed -$2.46K – 395
2024
Q4 		$2.46K Sell
40
-34
-46% -$2.1K ﹤0.01% 832
2024
Q3 		$4.59K Hold
74
– – ﹤0.01% 1035
2024
Q2 		$3.92K Buy
74
+10
+16% +$532 ﹤0.01% 769
2024
Q1 		$3.42K Hold
64
– – ﹤0.01% 807
2023
Q4 		$3.34K Sell
64
-25
-28% -$1.26K ﹤0.01% 691
2023
Q3 		$4.51K Hold
89
– – ﹤0.01% 685
2023
Q2 		$5.2K Sell
89
-15
-14% -$906 ﹤0.01% 664
2023
Q1 		$6.36K Sell
104
-17
-14% -$1.03K ﹤0.01% 642
2022
Q4 		$7.62K Sell
121
-8
-6% -$480 ﹤0.01% 639
2022
Q3 		$8K Buy
129
+14
+12% +$942 ﹤0.01% 621
2022
Q2 		$7.5K Buy
+115
New +$7.8K ﹤0.01% 688
2022
Q1 		– Sell
-207
Closed -$14K – 515
2021
Q4 		$14K Sell
207
-775
-79% -$50.4K 0.01% 635
2021
Q3 		$62K Buy
982
+96
+11% +$6.29K 0.03% 348
2021
Q2 		$56K Buy
+886
New +$55.4K 0.05% 303

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Eagle Bay Advisors's EVRG Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Evergy (EVRG) in Q1 2025, closing a stake of 40 shares — an estimated $2.46K sold.

Eagle Bay Advisors first reported a position in EVRG in Q2 2021 and held it in 14 quarters. The position peaked at $62K in Q3 2021. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 40 Evergy shares in Q1 2025, an estimated $2.46K.
  • Eagle Bay Advisors first reported a position in Evergy in Q2 2021 and held it in 14 quarters.
  • Eagle Bay Advisors's Evergy position peaked at $62K in Q3 2021.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.