JAM
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Jupiter Asset Management’s Evergy EVRG Stock Holding History

Jupiter Asset Management’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
-218,181
Closed -$15M – 458
2025
Q1 		$15M Buy
+218,181
New +$14.3M 0.14% 191
2023
Q4 		– Sell
-693,966
Closed -$35.2M – 484
2023
Q3 		$35.2M Sell
693,966
-96,272
-12% -$5.47M 0.39% 79
2023
Q2 		$46.2M Buy
790,238
+174,763
+28% +$10.6M 0.5% 49
2023
Q1 		$37.6M Buy
615,475
+166,950
+37% +$10.2M 0.52% 49
2022
Q4 		$28.2M Buy
448,525
+388,645
+649% +$23.3M 0.41% 71
2022
Q3 		$3.56M Buy
59,880
+10,503
+21% +$707K 0.06% 282
2022
Q2 		$3.22M Sell
49,377
-135,887
-73% -$9.22M 0.05% 299
2022
Q1 		$12.7M Sell
185,264
-595,420
-76% -$38.4M 0.15% 182
2021
Q4 		$53.4M Buy
780,684
+767,674
+5,901% +$49.9M 0.59% 43
2021
Q3 		$809K Sell
13,010
-381,233
-97% -$25M 0.01% 435
2021
Q2 		$23.8M Sell
394,243
-11,557
-3% -$723K 0.25% 110
2021
Q1 		$24.2M Buy
+405,800
New +$22.5M 0.24% 121

Other funds holding EVRG

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

Jupiter Asset Management's EVRG Position: Q2 2025 in Review

Jupiter Asset Management sold out of Evergy (EVRG) in Q2 2025, closing a stake of 218,181 shares — an estimated $15M sold.

Jupiter Asset Management first reported a position in EVRG in Q1 2021 and held it in 12 quarters. The position peaked at $53.4M in Q4 2021. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Jupiter Asset Management reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 218,181 Evergy shares in Q2 2025, an estimated $15M.
  • Jupiter Asset Management first reported a position in Evergy in Q1 2021 and held it in 12 quarters.
  • Jupiter Asset Management's Evergy position peaked at $53.4M in Q4 2021.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Jupiter Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.