Ossiam’s Evergy EVRG Stock Holding History

Ossiam’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	–	Sell	-1,670	Closed	-$127K	–	468
2025 Q3	$127K	Sell	1,670 -90,748	-98%	-$6.47M	﹤0.01%	624
2025 Q2	$6.37M	Buy	+92,418	New	+$6.21M	0.07%	151
2024 Q2	–	Sell	-150,400	Closed	-$8.03M	–	645
2024 Q1	$8.03M	Buy	+150,400	New	+$7.69M	0.14%	115

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ossiam's EVRG Position: Q4 2025 in Review

Ossiam sold out of Evergy (EVRG) in Q4 2025, closing a stake of 1,670 shares — an estimated $127K sold.

Ossiam first reported a position in EVRG in Q1 2024 and held it in 3 quarters. The position peaked at $8.03M in Q1 2024. 923 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

Ossiam reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
Ossiam sold 1,670 Evergy shares in Q4 2025, an estimated $127K.
Ossiam first reported a position in Evergy in Q1 2024 and held it in 3 quarters.
Ossiam's Evergy position peaked at $8.03M in Q1 2024.
923 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.