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Penserra Capital Management’s Evergy EVRG Stock Holding History

Penserra 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
-14,379
Closed -$991K – 1058
2025
Q1 		$991K Buy
14,379
+13,797
+2,371% +$903K 0.02% 439
2024
Q4 		$35K Buy
+582
New +$36K ﹤0.01% 972
2024
Q1 		– Sell
-1,046
Closed -$54K – 1300
2023
Q4 		$54K Sell
1,046
-223
-18% -$11.2K ﹤0.01% 986
2023
Q3 		$64K Sell
1,269
-211
-14% -$12K ﹤0.01% 959
2023
Q2 		$86K Buy
+1,480
New +$89.4K ﹤0.01% 966
2023
Q1 		– Sell
-55,267
Closed -$3.48M – 1151
2022
Q4 		$3.48M Buy
+55,267
New +$3.32M 0.08% 206
2020
Q4 		– Sell
-1,536
Closed -$78K – 1046
2020
Q3 		$78K Buy
1,536
+158
+11% +$8.83K ﹤0.01% 560
2020
Q2 		$81K Buy
+1,378
New +$81.6K ﹤0.01% 606
2020
Q1 		– Sell
-880
Closed -$57K – 868
2019
Q4 		$57K Sell
880
-24,738
-97% -$1.58M ﹤0.01% 685
2019
Q3 		$1.7M Buy
25,618
+3,084
+14% +$195K 0.14% 133
2019
Q2 		$1.35M Sell
22,534
-401
-2% -$23.5K 0.11% 168
2019
Q1 		$1.32M Sell
22,935
-3,543
-13% -$202K 0.11% 145
2018
Q4 		$1.5M Sell
26,478
-2,110
-7% -$122K 0.15% 129
2018
Q3 		$1.57M Buy
+28,588
New +$1.62M 0.1% 176

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Penserra Capital Management sold out of Evergy (EVRG) in Q2 2025, closing a stake of 14,379 shares — an estimated $991K sold.

Penserra Capital Management first reported a position in EVRG in Q3 2018 and held it in 14 quarters. The position peaked at $3.48M in Q4 2022. 820 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Penserra Capital Management reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Penserra Capital Management sold 14,379 Evergy shares in Q2 2025, an estimated $991K.
  • Penserra Capital Management first reported a position in Evergy in Q3 2018 and held it in 14 quarters.
  • Penserra Capital Management's Evergy position peaked at $3.48M in Q4 2022.
  • 820 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Penserra Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.