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Keeley-Teton Advisors’s Evergy EVRG Stock Holding History

Keeley-Teton Advisors’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
Q1 		$3.01M Sell
43,642
-2,982
-6% -$195K 0.36% 93
2024
Q4 		$2.87M Sell
46,624
-3,197
-6% -$198K 0.33% 98
2024
Q3 		$3.09M Sell
49,821
-286
-0.6% -$16.6K 0.34% 95
2024
Q2 		$2.65M Buy
50,107
+12,157
+32% +$647K 0.34% 96
2024
Q1 		$2.03M Buy
37,950
+210
+0.6% +$10.7K 0.25% 132
2023
Q4 		$1.97M Sell
37,740
-2,490
-6% -$125K 0.25% 131
2023
Q3 		$2.04M Sell
40,230
-2,839
-7% -$161K 0.29% 114
2023
Q2 		$2.52M Buy
43,069
+6,463
+18% +$390K 0.32% 106
2023
Q1 		$2.24M Sell
36,606
-532
-1% -$32.4K 0.28% 114
2022
Q4 		$2.34M Sell
37,138
-2,487
-6% -$149K 0.29% 108
2022
Q3 		$2.35M Sell
39,625
-384
-1% -$25.8K 0.32% 99
2022
Q2 		$2.61M Sell
40,009
-670
-2% -$45.4K 0.33% 98
2022
Q1 		$2.78M Sell
40,679
-1,373
-3% -$88.6K 0.29% 111
2021
Q4 		$2.88M Sell
42,052
-2,747
-6% -$179K 0.31% 107
2021
Q3 		$2.79M Sell
44,799
-4,576
-9% -$300K 0.3% 103
2021
Q2 		$2.98M Sell
49,375
-769
-2% -$48.1K 0.31% 101
2021
Q1 		$2.98M Buy
50,144
+2,719
+6% +$150K 0.31% 100
2020
Q4 		$2.63M Sell
47,425
-2,486
-5% -$136K 0.35% 97
2020
Q3 		$2.54M Sell
49,911
-3,584
-7% -$200K 0.41% 91
2020
Q2 		$3.17M Sell
53,495
-4,708
-8% -$279K 0.5% 74
2020
Q1 		$3.2M Sell
58,203
-12,550
-18% -$825K 0.57% 63
2019
Q4 		$4.61M Sell
70,753
-18,852
-21% -$1.2M 0.49% 79
2019
Q3 		$5.96M Sell
89,605
-1,804
-2% -$114K 0.63% 54
2019
Q2 		$5.5M Sell
91,409
-3,486
-4% -$204K 0.54% 66
2019
Q1 		$5.51M Buy
94,895
+21,595
+29% +$1.23M 0.49% 69
2018
Q4 		$4.16M Sell
73,300
-3,382
-4% -$195K 0.42% 69
2018
Q3 		$4.21M Buy
76,682
+146
+0.2% +$8.26K 0.3% 88
2018
Q2 		$4.3M Buy
+76,536
New +$4.1M 0.3% 87

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Keeley-Teton Advisors's EVRG Position: Q1 2025 in Review

Keeley-Teton Advisors reduced its Evergy (EVRG) stake by 6.4% in Q1 2025, selling an estimated $195K and leaving 43,642 shares worth $3.01M. The position accounts for 0.36% of the portfolio, ranked #93.

Keeley-Teton Advisors first reported a position in EVRG in Q2 2018 and has held it in 28 quarters since. The position peaked at $5.96M in Q3 2019. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Keeley-Teton Advisors held 43,642 shares of Evergy worth $3.01M as of Q1 2025.
  • Keeley-Teton Advisors sold 2,982 Evergy shares in Q1 2025, an estimated $195K.
  • Evergy made up 0.36% of Keeley-Teton Advisors's portfolio in Q1 2025, its #93 holding.
  • Keeley-Teton Advisors first reported a position in Evergy in Q2 2018 and has held it in 28 quarters since.
  • Keeley-Teton Advisors's Evergy position peaked at $5.96M in Q3 2019.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.