IC
EVRG icon

IEQ Capital’s Evergy EVRG Stock Holding History

IEQ 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
Q3 		– Sell
-3,303
Closed -$228K – 1918
2025
Q2 		$228K Sell
3,303
-32,412
-91% -$2.18M ﹤0.01% 1548
2025
Q1 		$2.46M Buy
35,715
+8,932
+33% +$585K 0.02% 529
2024
Q4 		$1.65M Buy
26,783
+8,159
+44% +$505K 0.02% 544
2024
Q3 		$1.15M Buy
18,624
+3,391
+22% +$197K 0.01% 497
2024
Q2 		$807K Buy
15,233
+6,101
+67% +$325K 0.01% 529
2024
Q1 		$487K Buy
9,132
+1,495
+20% +$76.4K 0.01% 625
2023
Q4 		$399K Buy
+7,637
New +$384K 0.01% 641
2023
Q2 		– Sell
-4,163
Closed -$254K – 922
2023
Q1 		$254K Buy
+4,163
New +$253K 0.01% 765

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return