LC
EVRG icon

Lindbrook Capital’s Evergy EVRG Stock Holding History

Lindbrook 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
Q1 		$507K Buy
7,348
+6,562
+835% +$429K 0.05% 221
2024
Q4 		$48.4K Buy
786
+12
+2% +$742 ﹤0.01% 828
2024
Q3 		$48K Sell
774
-178
-19% -$10.4K ﹤0.01% 841
2024
Q2 		$50.4K Buy
952
+128
+16% +$6.81K ﹤0.01% 793
2024
Q1 		$44K Buy
824
+399
+94% +$20.4K ﹤0.01% 824
2023
Q4 		$22.2K Buy
425
+141
+50% +$7.1K ﹤0.01% 1125
2023
Q3 		$14.4K Buy
284
+28
+11% +$1.59K ﹤0.01% 1224
2023
Q2 		$15K Sell
256
-102
-28% -$6.16K ﹤0.01% 1240
2023
Q1 		$21.9K Buy
358
+40
+13% +$2.43K ﹤0.01% 1028
2022
Q4 		$20K Sell
318
-31
-9% -$1.86K ﹤0.01% 1059
2022
Q3 		$21K Buy
349
+81
+30% +$5.45K ﹤0.01% 956
2022
Q2 		$17K Buy
268
+12
+5% +$814 ﹤0.01% 1035
2022
Q1 		$17K Sell
256
-35
-12% -$2.26K ﹤0.01% 1070
2021
Q4 		$20K Buy
291
+182
+167% +$11.8K ﹤0.01% 1020
2021
Q3 		$7K Buy
109
+18
+20% +$1.18K ﹤0.01% 1123
2021
Q2 		$5K Hold
91
– – ﹤0.01% 1282
2021
Q1 		$5K Sell
91
-65
-42% -$3.6K ﹤0.01% 1250
2020
Q4 		$9K Sell
156
-37
-19% -$2.03K ﹤0.01% 942
2020
Q3 		$10K Buy
193
+37
+24% +$2.07K ﹤0.01% 828
2020
Q2 		$9K Buy
156
+30
+24% +$1.78K ﹤0.01% 865
2020
Q1 		$7K Hold
126
– – ﹤0.01% 865
2019
Q4 		$8K Hold
126
– – ﹤0.01% 978
2019
Q3 		$8K Hold
126
– – ﹤0.01% 952
2019
Q2 		$7K Buy
126
+39
+45% +$2.28K ﹤0.01% 981
2019
Q1 		$5K Hold
87
– – ﹤0.01% 1070
2018
Q4 		$4K Buy
+87
New +$5.02K ﹤0.01% 1057

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's EVRG Position: Q1 2025 in Review

Lindbrook Capital increased its Evergy (EVRG) stake by 835% in Q1 2025, buying an estimated $429K and bringing the position to 7,348 shares worth $507K. The position accounts for 0.05% of the portfolio, ranked #221.

Lindbrook Capital first reported a position in EVRG in Q4 2018 and has held it in 26 quarters since. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Lindbrook Capital held 7,348 shares of Evergy worth $507K as of Q1 2025.
  • Lindbrook Capital bought 6,562 Evergy shares in Q1 2025, an estimated $429K.
  • Evergy made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #221 holding.
  • Lindbrook Capital first reported a position in Evergy in Q4 2018 and has held it in 26 quarters since.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.