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USS Investment Management’s Evergy EVRG Stock Holding History

USS 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
Q1 		– Sell
-41,200
Closed -$2.54M – 542
2024
Q4 		$2.54M Hold
41,200
– – 0.02% 487
2024
Q3 		$2.56M Sell
41,200
-14,919
-27% -$868K 0.02% 476
2024
Q2 		$2.97M Hold
56,119
– – 0.02% 455
2024
Q1 		$2.99M Sell
56,119
-41,638
-43% -$2.13M 0.02% 453
2023
Q4 		$5.1M Hold
97,757
– – 0.05% 368
2023
Q3 		$4.96M Buy
97,757
+7,985
+9% +$453K 0.05% 355
2023
Q2 		$5.24M Hold
89,772
– – 0.06% 338
2023
Q1 		$5.49M Hold
89,772
– – 0.07% 307
2022
Q4 		$5.65M Hold
89,772
– – 0.08% 297
2022
Q3 		$5.34M Sell
89,772
-16,964
-16% -$1.14M 0.08% 282
2022
Q2 		$6.97M Sell
106,736
-3,285
-3% -$223K 0.07% 291
2022
Q1 		$7.52M Buy
110,021
+18,725
+21% +$1.21M 0.06% 329
2021
Q4 		$6.26M Hold
91,296
– – 0.05% 388
2021
Q3 		$5.68M Buy
91,296
+50,096
+122% +$3.28M 0.05% 388
2021
Q2 		$2.49M Buy
41,200
+2,600
+7% +$163K 0.02% 390
2021
Q1 		$2.3M Hold
38,600
– – 0.02% 379
2020
Q4 		$2.14M Sell
38,600
-39,900
-51% -$2.19M 0.02% 373
2020
Q3 		$3.99M Hold
78,500
– – 0.04% 250
2020
Q2 		$4.65M Buy
78,500
+51,400
+190% +$3.04M 0.05% 210
2020
Q1 		$1.49M Hold
27,100
– – 0.02% 204
2019
Q4 		$1.76M Buy
+27,100
New +$1.73M 0.02% 186

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

USS Investment Management's EVRG Position: Q1 2025 in Review

USS Investment Management sold out of Evergy (EVRG) in Q1 2025, closing a stake of 41,200 shares — an estimated $2.54M sold.

USS Investment Management first reported a position in EVRG in Q4 2019 and held it in 21 quarters. The position peaked at $7.52M in Q1 2022. 820 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • USS Investment Management reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • USS Investment Management sold 41,200 Evergy shares in Q1 2025, an estimated $2.54M.
  • USS Investment Management first reported a position in Evergy in Q4 2019 and held it in 21 quarters.
  • USS Investment Management's Evergy position peaked at $7.52M in Q1 2022.
  • 820 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on USS Investment Management's 13F filing for Q1 2025, filed 15 May 2025.