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Orion Portfolio Solutions’s Evergy EVRG Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.48M Buy
50,411
+4,326
+9% +$283K 0.03% 474
2024
Q4 		$2.84M Buy
46,085
+3,880
+9% +$240K 0.03% 537
2024
Q3 		$2.62M Sell
42,205
-851
-2% -$49.5K 0.03% 555
2024
Q2 		$2.28M Sell
43,056
-3,614
-8% -$192K 0.02% 592
2024
Q1 		$2.49M Sell
46,670
-388
-0.8% -$19.8K 0.03% 556
2023
Q4 		$2.54M Sell
47,058
-5,571
-11% -$280K 0.03% 521
2023
Q3 		$2.67M Sell
52,629
-5,162
-9% -$293K 0.03% 491
2023
Q2 		$3.38M Sell
57,791
-5,288
-8% -$319K 0.04% 442
2023
Q1 		$3.86M Buy
63,079
+52,351
+488% +$3.18M 0.05% 335
2022
Q4 		$675K Buy
10,728
+2,682
+33% +$161K 0.02% 407
2022
Q3 		$478K Buy
+8,046
New +$541K 0.02% 430
2020
Q3 		– Sell
-673
Closed -$40K – 917
2020
Q2 		$40K Sell
673
-460
-41% -$27.2K ﹤0.01% 762
2020
Q1 		$62K Buy
1,133
+950
+519% +$62.4K ﹤0.01% 541
2019
Q4 		$12K Buy
+183
New +$11.7K ﹤0.01% 937

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Orion Portfolio Solutions's EVRG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Evergy (EVRG) stake by 9.4% in Q1 2025, buying an estimated $283K and bringing the position to 50,411 shares worth $3.48M. The position accounts for 0.03% of the portfolio, ranked #474.

Orion Portfolio Solutions first reported a position in EVRG in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.86M in Q1 2023. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Orion Portfolio Solutions held 50,411 shares of Evergy worth $3.48M as of Q1 2025.
  • Orion Portfolio Solutions bought 4,326 Evergy shares in Q1 2025, an estimated $283K.
  • Evergy made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #474 holding.
  • Orion Portfolio Solutions first reported a position in Evergy in Q4 2019 and has held it in 14 quarters since.
  • Orion Portfolio Solutions's Evergy position peaked at $3.86M in Q1 2023.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.