Hartree Partners’s Evergy EVRG Stock Holding History

Hartree 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
2025 Q4	–	Sell	-22,000	Closed	-$1.67M	–	70
2025 Q3	$1.67M	Buy	+22,000	New	+$1.57M	0.58%	33
2025 Q1	–	Sell	-24,000	Closed	-$1.48M	–	61
2024 Q4	$1.48M	Buy	+24,000	New	+$1.48M	0.55%	34

Other funds holding EVRG

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Hartree Partners's EVRG Position: Q4 2025 in Review

Hartree Partners sold out of Evergy (EVRG) in Q4 2025, closing a stake of 22,000 shares — an estimated $1.67M sold.

Hartree Partners first reported a position in EVRG in Q4 2024 and held it in 2 quarters. The position peaked at $1.67M in Q3 2025. 924 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

Hartree Partners reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
Hartree Partners sold 22,000 Evergy shares in Q4 2025, an estimated $1.67M.
Hartree Partners first reported a position in Evergy in Q4 2024 and held it in 2 quarters.
Hartree Partners's Evergy position peaked at $1.67M in Q3 2025.
924 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Hartree Partners's 13F filing for Q4 2025, filed 17 Feb 2026.