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NFJ Investment Group’s Evergy EVRG Stock Holding History

NFJ Investment Group’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
Q2 		– Sell
-91,986
Closed -$6.34M – 282
2025
Q1 		$6.34M Sell
91,986
-20,878
-18% -$1.37M 0.21% 113
2024
Q4 		$6.95M Sell
112,864
-10,174
-8% -$629K 0.22% 116
2024
Q3 		$7.63M Sell
123,038
-10,749
-8% -$625K 0.22% 120
2024
Q2 		$7.09M Buy
+133,787
New +$7.12M 0.22% 120

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

NFJ Investment Group's EVRG Position: Q2 2025 in Review

NFJ Investment Group sold out of Evergy (EVRG) in Q2 2025, closing a stake of 91,986 shares — an estimated $6.34M sold.

NFJ Investment Group first reported a position in EVRG in Q2 2024 and held it in 4 quarters. The position peaked at $7.63M in Q3 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • NFJ Investment Group reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • NFJ Investment Group sold 91,986 Evergy shares in Q2 2025, an estimated $6.34M.
  • NFJ Investment Group first reported a position in Evergy in Q2 2024 and held it in 4 quarters.
  • NFJ Investment Group's Evergy position peaked at $7.63M in Q3 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on NFJ Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.