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Pinnbrook Capital Management’s Evergy EVRG Stock Holding History

Pinnbrook 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
Q3 		– Sell
-66,297
Closed -$4.57M – 158
2025
Q2 		$4.57M Buy
66,297
+37,094
+127% +$2.49M 0.52% 52
2025
Q1 		$2.01M Buy
+29,203
New +$1.91M 0.41% 42

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

Pinnbrook Capital Management's EVRG Position: Q3 2025 in Review

Pinnbrook Capital Management sold out of Evergy (EVRG) in Q3 2025, closing a stake of 66,297 shares — an estimated $4.57M sold.

Pinnbrook Capital Management first reported a position in EVRG in Q1 2025 and held it in 2 quarters. The position peaked at $4.57M in Q2 2025. 854 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Pinnbrook Capital Management reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Pinnbrook Capital Management sold 66,297 Evergy shares in Q3 2025, an estimated $4.57M.
  • Pinnbrook Capital Management first reported a position in Evergy in Q1 2025 and held it in 2 quarters.
  • Pinnbrook Capital Management's Evergy position peaked at $4.57M in Q2 2025.
  • 854 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Pinnbrook Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.