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Richards, Merrill & Peterson’s Evergy EVRG Stock Holding History

Richards, Merrill & Peterson’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
-1,000
Closed -$69K – 292
2025
Q1 		$69K Hold
1,000
– – 0.04% 221
2024
Q4 		$61.5K Buy
+1,000
New +$61.8K 0.03% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Richards, Merrill & Peterson's EVRG Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Evergy (EVRG) in Q2 2025, closing a stake of 1,000 shares — an estimated $69K sold.

Richards, Merrill & Peterson first reported a position in EVRG in Q4 2024 and held it in 2 quarters. The position peaked at $69K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,000 Evergy shares in Q2 2025, an estimated $69K.
  • Richards, Merrill & Peterson first reported a position in Evergy in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Evergy position peaked at $69K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.