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Redwood Investment Management’s Evergy EVRG Stock Holding History

Redwood Investment 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
Q1 		– Sell
-31,463
Closed -$1.94M – 314
2024
Q4 		$1.94M Sell
31,463
-1,792
-5% -$111K 0.19% 100
2024
Q3 		$2.06M Sell
33,255
-4,185
-11% -$243K 0.18% 111
2024
Q2 		$1.98M Sell
37,440
-4,728
-11% -$252K 0.17% 135
2024
Q1 		$2.25M Buy
42,168
+4,910
+13% +$251K 0.21% 105
2023
Q4 		$1.95M Buy
37,258
+2,503
+7% +$126K 0.18% 137
2023
Q3 		$1.76M Buy
+34,755
New +$1.97M 0.15% 150
2021
Q1 		– Sell
-42,402
Closed -$2.35M – 264
2020
Q4 		$2.35M Sell
42,402
-7,920
-16% -$435K 0.39% 47
2020
Q3 		$2.56M Buy
50,322
+39,300
+357% +$2.2M 0.63% 27
2020
Q2 		$654K Sell
11,022
-2,101
-16% -$124K 0.19% 148
2020
Q1 		$722K Sell
13,123
-59,179
-82% -$3.89M 0.46% 67
2019
Q4 		$4.71M Buy
72,302
+57,699
+395% +$3.68M 1.17% 16
2019
Q3 		$972K Buy
14,603
+3,876
+36% +$245K 0.26% 101
2019
Q2 		$658K Buy
+10,727
New +$628K 0.18% 127

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Redwood Investment Management's EVRG Position: Q1 2025 in Review

Redwood Investment Management sold out of Evergy (EVRG) in Q1 2025, closing a stake of 31,463 shares — an estimated $1.94M sold.

Redwood Investment Management first reported a position in EVRG in Q2 2019 and held it in 13 quarters. The position peaked at $4.71M in Q4 2019. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Redwood Investment Management reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Redwood Investment Management sold 31,463 Evergy shares in Q1 2025, an estimated $1.94M.
  • Redwood Investment Management first reported a position in Evergy in Q2 2019 and held it in 13 quarters.
  • Redwood Investment Management's Evergy position peaked at $4.71M in Q4 2019.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Redwood Investment Management's 13F filing for Q1 2025, filed 14 May 2025.