Union Bancaire Privee’s Evergy EVRG Stock Holding History

Union Bancaire Privee’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	-5,138	Closed	-$308K	–	503
2025 Q2	$308K	Buy	+5,138	New	+$345K	﹤0.01%	349

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

Union Bancaire Privee's EVRG Position: Q3 2025 in Review

Union Bancaire Privee sold out of Evergy (EVRG) in Q3 2025, closing a stake of 5,138 shares — an estimated $308K sold.

Union Bancaire Privee first reported a position in EVRG in Q2 2025 and held it in 1 quarter. The position peaked at $308K in Q2 2025. 854 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

Union Bancaire Privee reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
Union Bancaire Privee sold 5,138 Evergy shares in Q3 2025, an estimated $308K.
Union Bancaire Privee first reported a position in Evergy in Q2 2025 and held it in 1 quarter.
Union Bancaire Privee's Evergy position peaked at $308K in Q2 2025.
854 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Union Bancaire Privee's 13F filing for Q3 2025, filed 7 Oct 2025.