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Shell Asset Management’s Evergy EVRG Stock Holding History

Shell Asset 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
Q3 		– Sell
-14,309
Closed -$1.02M – 1187
2025
Q2 		$986K Buy
14,309
+5,454
+62% +$367K 0.03% 368
2025
Q1 		$611K Sell
8,855
-1,353
-13% -$88.5K 0.03% 406
2024
Q4 		$628K Sell
10,208
-5,159
-34% -$319K 0.03% 417
2024
Q3 		$953K Buy
+15,367
New +$894K 0.04% 320
2024
Q1 		$756K Sell
14,277
-17,176
-55% -$878K 0.03% 359
2023
Q4 		$1.64M Sell
31,453
-7,677
-20% -$386K 0.08% 245
2023
Q3 		$1.98M Buy
39,130
+8,500
+28% +$483K 0.08% 236
2023
Q2 		$1.79M Buy
30,630
+20,930
+216% +$1.26M 0.07% 252
2023
Q1 		$593K Buy
9,700
+703
+8% +$42.8K 0.02% 500
2022
Q4 		$566K Sell
8,997
-826
-8% -$49.6K 0.02% 489
2022
Q3 		$583K Sell
9,823
-3,350
-25% -$225K 0.02% 500
2022
Q2 		$860K Buy
13,173
+4,560
+53% +$309K 0.03% 459
2022
Q1 		$589K Sell
8,613
-1,418
-14% -$91.5K 0.01% 725
2021
Q4 		$688K Sell
10,031
-399
-4% -$25.9K 0.01% 755
2021
Q3 		$649K Buy
10,430
+7,074
+211% +$464K 0.01% 739
2021
Q2 		$203K Sell
3,356
-1,755
-34% -$110K ﹤0.01% 1228
2021
Q1 		$304K Sell
5,111
-37,531
-88% -$2.08M 0.01% 1025
2020
Q4 		$2.37M Buy
42,642
+8,692
+26% +$477K 0.05% 361
2020
Q3 		$1.73M Sell
33,950
-2,049
-6% -$115K 0.04% 365
2020
Q2 		$2.13M Sell
35,999
-37,447
-51% -$2.22M 0.05% 305
2020
Q1 		$4.04M Sell
73,446
-3,901
-5% -$256K 0.11% 203
2019
Q4 		$5.04M Sell
77,347
-4,854
-6% -$310K 0.11% 225
2019
Q3 		$5.47M Sell
82,201
-10,331
-11% -$653K 0.12% 197
2019
Q2 		$5.57M Sell
92,532
-21,264
-19% -$1.24M 0.12% 204
2019
Q1 		$6.61M Buy
113,796
+71,557
+169% +$4.07M 0.15% 182
2018
Q4 		$2.4M Sell
42,239
-10,250
-20% -$592K 0.06% 300
2018
Q3 		$2.88M Buy
52,489
+12,608
+32% +$713K 0.06% 321
2018
Q2 		$2.24M Buy
+39,881
New +$2.14M 0.05% 378

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

Shell Asset Management's EVRG Position: Q3 2025 in Review

Shell Asset Management sold out of Evergy (EVRG) in Q3 2025, closing a stake of 14,309 shares — an estimated $1.02M sold.

Shell Asset Management first reported a position in EVRG in Q2 2018 and held it in 28 quarters. The position peaked at $6.61M in Q1 2019. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Shell Asset Management reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Shell Asset Management sold 14,309 Evergy shares in Q3 2025, an estimated $1.02M.
  • Shell Asset Management first reported a position in Evergy in Q2 2018 and held it in 28 quarters.
  • Shell Asset Management's Evergy position peaked at $6.61M in Q1 2019.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.