EntryPoint Capital’s Evergy EVRG Stock Holding History

EntryPoint Capital’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	-7,419	Closed	-$457K	–	750
2024 Q4	$457K	Buy	+7,419	New	+$459K	0.19%	142
2024 Q1	–	Sell	-933	Closed	-$48.7K	–	1525
2023 Q4	$48.7K	Buy	+933	New	+$47K	0.05%	728

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EntryPoint Capital's EVRG Position: Q1 2025 in Review

EntryPoint Capital sold out of Evergy (EVRG) in Q1 2025, closing a stake of 7,419 shares — an estimated $457K sold.

EntryPoint Capital first reported a position in EVRG in Q4 2023 and held it in 2 quarters. The position peaked at $457K in Q4 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

EntryPoint Capital reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
EntryPoint Capital sold 7,419 Evergy shares in Q1 2025, an estimated $457K.
EntryPoint Capital first reported a position in Evergy in Q4 2023 and held it in 2 quarters.
EntryPoint Capital's Evergy position peaked at $457K in Q4 2024.
819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on EntryPoint Capital's 13F filing for Q1 2025, filed 14 May 2025.