iSAM Funds (UK)’s Evergy EVRG Stock Holding History

iSAM Funds (UK)’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 Q2	–	Sell	-4,705	Closed	-$324K	–	490
2025 Q1	$324K	Sell	4,705 -8,938	-66%	-$585K	0.16%	216
2024 Q4	$840K	Buy	+13,643	New	+$844K	0.62%	46
2023 Q4	–	Sell	-9,487	Closed	-$481K	–	249
2023 Q3	$481K	Buy	+9,487	New	+$539K	0.3%	114

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

iSAM Funds (UK)'s EVRG Position: Q2 2025 in Review

iSAM Funds (UK) sold out of Evergy (EVRG) in Q2 2025, closing a stake of 4,705 shares — an estimated $324K sold.

iSAM Funds (UK) first reported a position in EVRG in Q3 2023 and held it in 3 quarters. The position peaked at $840K in Q4 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

iSAM Funds (UK) reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
iSAM Funds (UK) sold 4,705 Evergy shares in Q2 2025, an estimated $324K.
iSAM Funds (UK) first reported a position in Evergy in Q3 2023 and held it in 3 quarters.
iSAM Funds (UK)'s Evergy position peaked at $840K in Q4 2024.
819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on iSAM Funds (UK)'s 13F filing for Q2 2025, filed 14 Aug 2025.