Marshall Wace
EVRG icon

Marshall Wace’s Evergy EVRG Stock Holding History

Marshall Wace’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
Q4 		– Sell
-218,184
Closed -$16.6M – 3109
2025
Q3 		$16.6M Buy
218,184
+214,745
+6,244% +$15.3M 0.02% 733
2025
Q2 		$237K Buy
+3,439
New +$231K ﹤0.01% 2409
2024
Q3 		– Sell
-526,995
Closed -$27.9M – 2629
2024
Q2 		$27.9M Buy
+526,995
New +$28M 0.04% 400
2023
Q1 		– Sell
-225,943
Closed -$14.2M – 2787
2022
Q4 		$14.2M Buy
+225,943
New +$13.6M 0.03% 618
2022
Q2 		– Sell
-50,706
Closed -$3.46M – 3541
2022
Q1 		$3.46M Buy
50,706
+32,686
+181% +$2.11M 0.01% 1681
2021
Q4 		$1.24M Buy
+18,020
New +$1.17M ﹤0.01% 2363
2021
Q2 		– Sell
-82,234
Closed -$4.9M – 2766
2021
Q1 		$4.9M Sell
82,234
-79,540
-49% -$4.4M 0.02% 857
2020
Q4 		$8.98M Sell
161,774
-48,856
-23% -$2.68M 0.05% 378
2020
Q3 		$10.7M Buy
210,630
+3,184
+2% +$178K 0.07% 282
2020
Q2 		$12.3M Buy
+207,446
New +$12.3M 0.09% 235
2020
Q1 		– Sell
-53,524
Closed -$3.48M – 1747
2019
Q4 		$3.48M Buy
+53,524
New +$3.41M 0.02% 649
2019
Q1 		– Sell
-260,758
Closed -$14.8M – 1815
2018
Q4 		$14.8M Buy
260,758
+168,712
+183% +$9.74M 0.15% 165
2018
Q3 		$5.05M Buy
92,046
+88,245
+2,322% +$4.99M 0.04% 456
2018
Q2 		$213K Buy
+3,801
New +$204K ﹤0.01% 661

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
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

Marshall Wace's EVRG Position: Q4 2025 in Review

Marshall Wace sold out of Evergy (EVRG) in Q4 2025, closing a stake of 218,184 shares — an estimated $16.6M sold.

Marshall Wace first reported a position in EVRG in Q2 2018 and held it in 14 quarters. The position peaked at $27.9M in Q2 2024. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Marshall Wace reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 218,184 Evergy shares in Q4 2025, an estimated $16.6M.
  • Marshall Wace first reported a position in Evergy in Q2 2018 and held it in 14 quarters.
  • Marshall Wace's Evergy position peaked at $27.9M in Q2 2024.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.