USAA
EVRG icon

United Services Automobile Association’s Evergy EVRG Stock Holding History

United Services Automobile Association’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
-3,289
Closed -$223K – 360
2025
Q1 		$223K Buy
+3,289
New +$215K 0.01% 963
2019
Q3 		– Sell
-209,742
Closed -$12.6M – 841
2019
Q2 		$12.6M Sell
209,742
-2,341
-1% -$137K 0.03% 476
2019
Q1 		$12.3M Sell
212,083
-3,438
-2% -$196K 0.03% 467
2018
Q4 		$12.2M Sell
215,521
-6,715
-3% -$388K 0.04% 441
2018
Q3 		$12.2M Sell
222,236
-9,689
-4% -$548K 0.03% 495
2018
Q2 		$13M Buy
+231,925
New +$12.4M 0.03% 476

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

United Services Automobile Association's EVRG Position: Q2 2025 in Review

United Services Automobile Association sold out of Evergy (EVRG) in Q2 2025, closing a stake of 3,289 shares — an estimated $223K sold.

United Services Automobile Association first reported a position in EVRG in Q2 2018 and held it in 6 quarters. The position peaked at $13M in Q2 2018. 820 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • United Services Automobile Association reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 3,289 Evergy shares in Q2 2025, an estimated $223K.
  • United Services Automobile Association first reported a position in Evergy in Q2 2018 and held it in 6 quarters.
  • United Services Automobile Association's Evergy position peaked at $13M in Q2 2018.
  • 820 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.