Freestone Grove Partners’s Evergy EVRG Stock Holding History

Freestone Grove Partners’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
2026 Q2	–	Sell	-740,962	Closed	-$60.7M	–	1131
2026 Q1	$60.7M	Sell	740,962 -113,777	-13%	-$8.99M	0.43%	60
2025 Q4	$62M	Buy	854,739 +651,738	+321%	+$49.4M	0.45%	55
2025 Q3	$15.4M	Sell	203,001 -387,178	-66%	-$27.6M	0.12%	241
2025 Q2	$40.7M	Buy	590,179 +357,027	+153%	+$24M	0.31%	122
2025 Q1	$16.1M	Buy	233,152 +220,529	+1,747%	+$14.4M	0.17%	185
2024 Q4	$777K	Buy	+12,623	New	+$781K	0.01%	319

Other funds holding EVRG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Freestone Grove Partners's EVRG Position: Q2 2026 in Review

Freestone Grove Partners sold out of Evergy (EVRG) in Q2 2026, closing a stake of 740,962 shares — an estimated $60.7M sold.

Freestone Grove Partners first reported a position in EVRG in Q4 2024 and held it in 6 quarters. The position peaked at $62M in Q4 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Freestone Grove Partners reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 740,962 Evergy shares in Q2 2026, an estimated $60.7M.
Freestone Grove Partners first reported a position in Evergy in Q4 2024 and held it in 6 quarters.
Freestone Grove Partners's Evergy position peaked at $62M in Q4 2025.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.