Osterweis Capital Management’s Evergy EVRG Stock Holding History

Osterweis Capital 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 Q2	–	Sell	-25	Closed	-$1.72K	–	335
2025 Q1	$1.72K	Buy	+25	New	+$1.64K	﹤0.01%	195

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Osterweis Capital Management's EVRG Position: Q2 2025 in Review

Osterweis Capital Management sold out of Evergy (EVRG) in Q2 2025, closing a stake of 25 shares — an estimated $1.72K sold.

Osterweis Capital Management first reported a position in EVRG in Q1 2025 and held it in 1 quarter. The position peaked at $1.72K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

Osterweis Capital Management reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 25 Evergy shares in Q2 2025, an estimated $1.72K.
Osterweis Capital Management first reported a position in Evergy in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's Evergy position peaked at $1.72K in Q1 2025.
819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.