MIFH
EVRG icon

Migdal Insurance & Financial Holdings’s Evergy EVRG Stock Holding History

Migdal Insurance & Financial Holdings’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
-690
Closed -$48K – 347
2025
Q2 		$48K Buy
+690
New +$46.4K ﹤0.01% 260
2021
Q3 		– Sell
-1,427
Closed -$86K – 678
2021
Q2 		$86K Buy
1,427
+211
+17% +$13.2K ﹤0.01% 420
2021
Q1 		$72K Buy
+1,216
New +$67.3K ﹤0.01% 509

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

Migdal Insurance & Financial Holdings's EVRG Position: Q3 2025 in Review

Migdal Insurance & Financial Holdings sold out of Evergy (EVRG) in Q3 2025, closing a stake of 690 shares — an estimated $48K sold.

Migdal Insurance & Financial Holdings first reported a position in EVRG in Q1 2021 and held it in 3 quarters. The position peaked at $86K in Q2 2021. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 690 Evergy shares in Q3 2025, an estimated $48K.
  • Migdal Insurance & Financial Holdings first reported a position in Evergy in Q1 2021 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Evergy position peaked at $86K in Q2 2021.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.