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Lion Street Advisors’s Evergy EVRG Stock Holding History

Lion Street 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
Q3 		$814K Buy
12,765
+2,257
+21% +$161K 0.28% 73
2025
Q2 		$724K Hold
10,508
– – 0.22% 103
2025
Q1 		$725K Sell
10,508
-2,982
-22% -$195K 0.23% 96
2024
Q4 		$830K Buy
13,490
+1,399
+12% +$86.5K 0.26% 83
2024
Q3 		$750K Sell
12,091
-40
-0.3% -$2.33K 0.26% 82
2024
Q2 		$643K Sell
12,131
-358
-3% -$19K 0.24% 93
2024
Q1 		$652K Hold
12,489
– – 0.27% 89
2023
Q4 		$652K Sell
12,489
-1,173
-9% -$59K 0.27% 88
2023
Q3 		$693K Buy
13,662
+847
+7% +$48.1K 0.23% 89
2023
Q2 		$817K Sell
12,815
-558
-4% -$33.7K 0.27% 74
2023
Q1 		$817K Buy
13,373
+4,047
+43% +$246K 0.25% 76
2022
Q4 		$595K Sell
9,326
-1,271
-12% -$76.3K 0.31% 51
2022
Q3 		$632K Buy
10,597
+1,271
+14% +$85.5K 0.32% 42
2022
Q2 		$594K Buy
9,326
+887
+11% +$60.2K 0.31% 51
2022
Q1 		$578K Sell
8,439
-887
-10% -$57.2K 0.3% 49
2021
Q4 		$640K Buy
9,326
+250
+3% +$16.3K 0.31% 49
2021
Q3 		$560K Buy
+9,076
New +$595K 0.3% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lion Street Advisors's EVRG Position: Q3 2025 in Review

Lion Street Advisors increased its Evergy (EVRG) stake by 21% in Q3 2025, buying an estimated $161K and bringing the position to 12,765 shares worth $814K. The position accounts for 0.28% of the portfolio, ranked #73.

Lion Street Advisors first reported a position in EVRG in Q3 2021 and has held it in 17 quarters since. The position peaked at $830K in Q4 2024. 853 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Lion Street Advisors held 12,765 shares of Evergy worth $814K as of Q3 2025.
  • Lion Street Advisors bought 2,257 Evergy shares in Q3 2025, an estimated $161K.
  • Evergy made up 0.28% of Lion Street Advisors's portfolio in Q3 2025, its #73 holding.
  • Lion Street Advisors first reported a position in Evergy in Q3 2021 and has held it in 17 quarters since.
  • Lion Street Advisors's Evergy position peaked at $830K in Q4 2024.
  • 853 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.