Price Capital Management’s Evergy EVRG Stock Holding History

Price 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	-21,680	Closed	-$1.49M	–	9
2025 Q1	$1.49M	Buy	+21,680	New	+$1.42M	3.77%	10

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

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

Price Capital Management sold out of Evergy (EVRG) in Q2 2025, closing a stake of 21,680 shares — an estimated $1.49M sold.

Price Capital Management first reported a position in EVRG in Q1 2025 and held it in 1 quarter. The position peaked at $1.49M in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

Price Capital Management reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
Price Capital Management sold 21,680 Evergy shares in Q2 2025, an estimated $1.49M.
Price Capital Management first reported a position in Evergy in Q1 2025 and held it in 1 quarter.
Price Capital Management's Evergy position peaked at $1.49M in Q1 2025.
819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

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