Lee, Danner & Bass’s Evergy EVRG Stock Holding History

Lee, Danner & Bass’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	–	Sell	-425	Closed	-$26.2K	–	367
2024 Q4	$26.2K	Buy	+425	New	+$26.3K	﹤0.01%	429

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lee, Danner & Bass's EVRG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Evergy (EVRG) in Q1 2025, closing a stake of 425 shares — an estimated $26.2K sold.

Lee, Danner & Bass first reported a position in EVRG in Q4 2024 and held it in 1 quarter. The position peaked at $26.2K in Q4 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

Lee, Danner & Bass reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 425 Evergy shares in Q1 2025, an estimated $26.2K.
Lee, Danner & Bass first reported a position in Evergy in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Evergy position peaked at $26.2K in Q4 2024.
819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.