SPA
EVRG icon

Sherbrooke Park Advisers’s Evergy EVRG Stock Holding History

Sherbrooke Park Advisers’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
-12,278
Closed -$847K – 593
2025
Q1 		$847K Buy
12,278
+1,696
+16% +$111K 0.39% 46
2024
Q4 		$651K Sell
10,582
-233
-2% -$14.4K 0.21% 135
2024
Q3 		$671K Sell
10,815
-6,518
-38% -$379K 0.15% 204
2024
Q2 		$918K Buy
17,333
+9,947
+135% +$529K 0.16% 201
2024
Q1 		$394K Buy
+7,386
New +$377K 0.08% 450
2023
Q4 		– Sell
-17,022
Closed -$863K – 540
2023
Q3 		$863K Buy
17,022
+3,222
+23% +$183K 0.27% 134
2023
Q2 		$806K Buy
13,800
+9,700
+237% +$586K 0.42% 65
2023
Q1 		$251K Sell
4,100
-7,700
-65% -$468K 0.38% 132
2022
Q4 		$743K Buy
+11,800
New +$709K 0.54% 49

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

Sherbrooke Park Advisers's EVRG Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Evergy (EVRG) in Q2 2025, closing a stake of 12,278 shares — an estimated $847K sold.

Sherbrooke Park Advisers first reported a position in EVRG in Q4 2022 and held it in 9 quarters. The position peaked at $918K in Q2 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 12,278 Evergy shares in Q2 2025, an estimated $847K.
  • Sherbrooke Park Advisers first reported a position in Evergy in Q4 2022 and held it in 9 quarters.
  • Sherbrooke Park Advisers's Evergy position peaked at $918K in Q2 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.