Washington Trust’s Evergy EVRG Stock Holding History

Washington Trust’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	-90	Closed	-$6.21K	–	400
2025 Q1	$6.21K	Sell	90 -179	-67%	-$11.7K	﹤0.01%	635
2024 Q4	$16.6K	Hold	269	–	–	﹤0.01%	612
2024 Q3	$16.7K	Hold	269	–	–	﹤0.01%	613
2024 Q2	$14.2K	Sell	269 -29	-10%	-$1.54K	﹤0.01%	621
2024 Q1	$15.9K	Hold	298	–	–	﹤0.01%	605
2023 Q4	$15.6K	Sell	298 -349	-54%	-$17.6K	﹤0.01%	586
2023 Q3	$32.8K	Hold	647	–	–	﹤0.01%	454
2023 Q2	$37.8K	Hold	647	–	–	﹤0.01%	457
2023 Q1	$39.5K	Hold	647	–	–	﹤0.01%	451
2022 Q4	$40.7K	Hold	647	–	–	﹤0.01%	432
2022 Q3	$39K	Hold	647	–	–	﹤0.01%	433
2022 Q2	$43K	Hold	647	–	–	﹤0.01%	431
2022 Q1	$44K	Hold	647	–	–	﹤0.01%	444
2021 Q4	$44K	Hold	647	–	–	﹤0.01%	460
2021 Q3	$40K	Buy	647 +349	+117%	+$22.9K	﹤0.01%	566
2021 Q2	$18K	Hold	298	–	–	﹤0.01%	709
2021 Q1	$18K	Hold	298	–	–	﹤0.01%	683
2020 Q4	$17K	Hold	298	–	–	﹤0.01%	679
2020 Q3	$15K	Hold	298	–	–	﹤0.01%	661
2020 Q2	$18K	Hold	298	–	–	﹤0.01%	569
2020 Q1	$17K	Buy	+298	New	+$19.6K	﹤0.01%	580

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 $3.37T AUM 44.26% 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

Washington Trust's EVRG Position: Q2 2025 in Review

Washington Trust sold out of Evergy (EVRG) in Q2 2025, closing a stake of 90 shares — an estimated $6.21K sold.

Washington Trust first reported a position in EVRG in Q1 2020 and held it in 21 quarters. The position peaked at $44K in Q1 2022. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

Washington Trust reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 90 Evergy shares in Q2 2025, an estimated $6.21K.
Washington Trust first reported a position in Evergy in Q1 2020 and held it in 21 quarters.
Washington Trust's Evergy position peaked at $44K in Q1 2022.
819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.