Rodgers Brothers’s Evergy EVRG Stock Holding History

Rodgers Brothers’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	-45,881	Closed	-$3.16M	–	243
2025 Q1	$3.16M	Buy	+45,881	New	+$3M	0.42%	70

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

Rodgers Brothers's EVRG Position: Q2 2025 in Review

Rodgers Brothers sold out of Evergy (EVRG) in Q2 2025, closing a stake of 45,881 shares — an estimated $3.16M sold.

Rodgers Brothers first reported a position in EVRG in Q1 2025 and held it in 1 quarter. The position peaked at $3.16M in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

Rodgers Brothers reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
Rodgers Brothers sold 45,881 Evergy shares in Q2 2025, an estimated $3.16M.
Rodgers Brothers first reported a position in Evergy in Q1 2025 and held it in 1 quarter.
Rodgers Brothers's Evergy position peaked at $3.16M in Q1 2025.
819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Rodgers Brothers's 13F filing for Q2 2025, filed 14 Aug 2025.