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Evergy shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evergy by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2025-09-30 $847k 11k 76.02
2025-06-30 $724k 11k 68.93
2025-03-31 $364k 5.3k 68.95
2024-12-31 $73k 1.2k 61.55

More positions owned by USA Financial Portformulas

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
SPDR S&P 500 Tr Unit (SPY)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
iShares U.S. Technology ETF U.s. Tech Etf (IYW)
iShares U.S. Financials ETF U.s. Finls Etf (IYF)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie U.s. Utilits Etf (IDU)

View all positions for USA Financial Portformulas

Top funds holding Evergy

Vanguard Group
BlackRock
State Street Corporation
FMR
Invesco
Geode Capital Management
Franklin Resources
Morgan Stanley
Federated Investors
Nuveen
Bank of New York Mellon
American Century Companies
Jpmorgan Chase & Co
Northern Trust
Bluescape Energy Partners

View all funds holding Evergy