MPM
EVRG icon

Meritage Portfolio Management’s Evergy EVRG Stock Holding History

Meritage Portfolio Management’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 		$313K Sell
4,321
-37,027
-90% -$2.81M 0.02% 263
2025
Q3 		$3.14M Sell
41,348
-29,184
-41% -$2.08M 0.21% 134
2025
Q2 		$4.86M Sell
70,532
-1,915
-3% -$129K 0.31% 93
2025
Q1 		$5M Sell
72,447
-2,988
-4% -$196K 0.33% 86
2024
Q4 		$4.64M Sell
75,435
-4,846
-6% -$300K 0.29% 95
2024
Q3 		$4.98M Sell
80,281
-3,645
-4% -$212K 0.3% 102
2024
Q2 		$4.45M Sell
83,926
-1,868
-2% -$99.4K 0.28% 113
2024
Q1 		$4.58M Sell
85,794
-5,050
-6% -$258K 0.29% 112
2023
Q4 		$4.74M Buy
90,844
+45,232
+99% +$2.28M 0.31% 99
2023
Q3 		$2.31M Sell
45,612
-33,006
-42% -$1.87M 0.17% 163
2023
Q2 		$4.59M Buy
78,618
+43,212
+122% +$2.61M 0.33% 105
2023
Q1 		$2.16M Buy
35,406
+835
+2% +$50.8K 0.16% 161
2022
Q4 		$2.18M Sell
34,571
-24,829
-42% -$1.49M 0.17% 168
2022
Q3 		$3.53M Buy
59,400
+3,182
+6% +$214K 0.29% 108
2022
Q2 		$3.67M Buy
56,218
+28,474
+103% +$1.93M 0.28% 114
2022
Q1 		$1.9M Buy
27,744
+421
+2% +$27.2K 0.12% 175
2021
Q4 		$1.88M Sell
27,323
-1,910
-7% -$124K 0.11% 173
2021
Q3 		$1.82M Sell
29,233
-23,728
-45% -$1.56M 0.11% 172
2021
Q2 		$3.2M Buy
52,961
+320
+0.6% +$20K 0.19% 141
2021
Q1 		$3.13M Sell
52,641
-4,232
-7% -$234K 0.21% 140
2020
Q4 		$3.16M Buy
56,873
+15,303
+37% +$840K 0.23% 123
2020
Q3 		$2.11M Buy
+41,570
New +$2.32M 0.19% 144

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

Meritage Portfolio Management's EVRG Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Evergy (EVRG) stake by 90% in Q4 2025, selling an estimated $2.81M and leaving 4,321 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #263.

Meritage Portfolio Management first reported a position in EVRG in Q3 2020 and has held it in 22 quarters since. The position peaked at $5M in Q1 2025. 923 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • Meritage Portfolio Management held 4,321 shares of Evergy worth $313K as of Q4 2025.
  • Meritage Portfolio Management sold 37,027 Evergy shares in Q4 2025, an estimated $2.81M.
  • Evergy made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #263 holding.
  • Meritage Portfolio Management first reported a position in Evergy in Q3 2020 and has held it in 22 quarters since.
  • Meritage Portfolio Management's Evergy position peaked at $5M in Q1 2025.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.