LSA
EVRG icon

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 $5.7T 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