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Ridgewood Investments’s Evergy EVRG Stock Holding History

Ridgewood Investments’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
-49
Closed -$3.02K – 698
2024
Q4 		$3.02K Hold
49
– – ﹤0.01% 621
2024
Q3 		$3.04K Hold
49
– – ﹤0.01% 634
2024
Q2 		$2.6K Buy
+49
New +$2.61K ﹤0.01% 652
2023
Q3 		– Sell
-49
Closed -$2.86K – 365
2023
Q2 		$2.86K Hold
49
– – ﹤0.01% 661
2023
Q1 		$3K Buy
+49
New +$2.98K ﹤0.01% 657

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

Ridgewood Investments's EVRG Position: Q1 2025 in Review

Ridgewood Investments sold out of Evergy (EVRG) in Q1 2025, closing a stake of 49 shares — an estimated $3.02K sold.

Ridgewood Investments first reported a position in EVRG in Q1 2023 and held it in 5 quarters. The position peaked at $3.04K in Q3 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Ridgewood Investments reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 49 Evergy shares in Q1 2025, an estimated $3.02K.
  • Ridgewood Investments first reported a position in Evergy in Q1 2023 and held it in 5 quarters.
  • Ridgewood Investments's Evergy position peaked at $3.04K in Q3 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.