FGP
EVRG icon

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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Freestone Grove Partners's EVRG Position: Q1 2026 in Review

Freestone Grove Partners reduced its Evergy (EVRG) stake by 13% in Q1 2026, selling an estimated $8.99M and leaving 740,962 shares worth $60.7M. The position accounts for 0.43% of the portfolio, ranked #60.

Freestone Grove Partners first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $62M in Q4 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Freestone Grove Partners held 740,962 shares of Evergy worth $60.7M as of Q1 2026.
  • Freestone Grove Partners sold 113,777 Evergy shares in Q1 2026, an estimated $8.99M.
  • Evergy made up 0.43% of Freestone Grove Partners's portfolio in Q1 2026, its #60 holding.
  • Freestone Grove Partners first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
  • Freestone Grove Partners's Evergy position peaked at $62M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.