Tortoise Investment Management’s Evergy EVRG Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-630	Closed	-$47.9K	–	630
2025 Q3	$47.9K	Sell	630 -46	-7%	-$3.28K	﹤0.01%	402
2025 Q2	$46.6K	Hold	676	–	–	﹤0.01%	391
2025 Q1	$46.6K	Hold	676	–	–	﹤0.01%	384
2024 Q4	$41.6K	Sell	676 -3	-0.4%	-$186	﹤0.01%	443
2024 Q3	$42.1K	Hold	679	–	–	﹤0.01%	437
2024 Q2	$36K	Sell	679 -31	-4%	-$1.65K	﹤0.01%	440
2024 Q1	$37.9K	Buy	710 +398	+128%	+$20.3K	﹤0.01%	419
2023 Q4	$16.3K	Hold	312	–	–	﹤0.01%	501
2023 Q3	$15.8K	Hold	312	–	–	﹤0.01%	492
2023 Q2	$18.2K	Hold	312	–	–	﹤0.01%	483
2023 Q1	$19.1K	Hold	312	–	–	﹤0.01%	468
2022 Q4	$19.6K	Hold	312	–	–	﹤0.01%	459
2022 Q3	$19K	Hold	312	–	–	﹤0.01%	451
2022 Q2	$20K	Hold	312	–	–	﹤0.01%	431
2022 Q1	$21K	Hold	312	–	–	﹤0.01%	423
2021 Q4	$21K	Hold	312	–	–	﹤0.01%	395
2021 Q3	$19K	Hold	312	–	–	﹤0.01%	388
2021 Q2	$19K	Hold	312	–	–	﹤0.01%	379
2021 Q1	$19K	Hold	312	–	–	﹤0.01%	365
2020 Q4	$17K	Hold	312	–	–	﹤0.01%	344
2020 Q3	$16K	Hold	312	–	–	﹤0.01%	329
2020 Q2	$18K	Buy	+312	New	+$18.5K	﹤0.01%	310

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Tortoise Investment Management's EVRG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Evergy (EVRG) in Q4 2025, closing a stake of 630 shares — an estimated $47.9K sold.

Tortoise Investment Management first reported a position in EVRG in Q2 2020 and held it in 22 quarters. The position peaked at $47.9K in Q3 2025. 925 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

Tortoise Investment Management reported no remaining Evergy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 630 Evergy shares in Q4 2025, an estimated $47.9K.
Tortoise Investment Management first reported a position in Evergy in Q2 2020 and held it in 22 quarters.
Tortoise Investment Management's Evergy position peaked at $47.9K in Q3 2025.
925 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.