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Sandy Spring Bank’s Evergy EVRG Stock Holding History

Sandy Spring Bank’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
-730
Closed -$44.9K – 1251
2024
Q4 		$44.9K Buy
730
+718
+5,983% +$44.4K ﹤0.01% 602
2024
Q3 		$745 Hold
12
– – ﹤0.01% 1107
2024
Q2 		$636 Hold
12
– – ﹤0.01% 1179
2024
Q1 		$641 Hold
12
– – ﹤0.01% 1140
2023
Q4 		$627 Buy
+12
New +$604 ﹤0.01% 1102
2023
Q1 		– Sell
-200
Closed -$12.6K – 1180
2022
Q4 		$12.6K Hold
200
– – ﹤0.01% 774
2022
Q3 		$12K Buy
+200
New +$13.5K ﹤0.01% 764
2021
Q2 		– Sell
-205
Closed -$12K – 1146
2021
Q1 		$12K Hold
205
– – ﹤0.01% 754
2020
Q4 		$11K Buy
+205
New +$11.2K ﹤0.01% 740
2019
Q1 		– Sell
-636
Closed -$36K – 784
2018
Q4 		$36K Hold
636
– – ﹤0.01% 491
2018
Q3 		$35K Hold
636
– – ﹤0.01% 506
2018
Q2 		$36K Buy
+636
New +$34.1K ﹤0.01% 503

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

Sandy Spring Bank's EVRG Position: Q1 2025 in Review

Sandy Spring Bank sold out of Evergy (EVRG) in Q1 2025, closing a stake of 730 shares — an estimated $44.9K sold.

Sandy Spring Bank first reported a position in EVRG in Q2 2018 and held it in 12 quarters. The position peaked at $44.9K in Q4 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Sandy Spring Bank reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Sandy Spring Bank sold 730 Evergy shares in Q1 2025, an estimated $44.9K.
  • Sandy Spring Bank first reported a position in Evergy in Q2 2018 and held it in 12 quarters.
  • Sandy Spring Bank's Evergy position peaked at $44.9K in Q4 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.