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MBB Public Markets’s Evergy EVRG Stock Holding History

MBB Public Markets’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 		– Sell
-3,826
Closed -$264K – 193
2025
Q2 		$264K Sell
3,826
-857
-18% -$57.6K 0.02% 269
2025
Q1 		$323K Buy
+4,683
New +$306K 0.04% 190
2024
Q4 		– Sell
-5,580
Closed -$346K – 249
2024
Q3 		$346K Sell
5,580
-11,285
-67% -$657K 0.02% 211
2024
Q2 		$893K Buy
+16,865
New +$897K 0.02% 545

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

MBB Public Markets's EVRG Position: Q3 2025 in Review

MBB Public Markets sold out of Evergy (EVRG) in Q3 2025, closing a stake of 3,826 shares — an estimated $264K sold.

MBB Public Markets first reported a position in EVRG in Q2 2024 and held it in 4 quarters. The position peaked at $893K in Q2 2024. 853 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • MBB Public Markets reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 3,826 Evergy shares in Q3 2025, an estimated $264K.
  • MBB Public Markets first reported a position in Evergy in Q2 2024 and held it in 4 quarters.
  • MBB Public Markets's Evergy position peaked at $893K in Q2 2024.
  • 853 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.