EVRG EVERGY INC

Ownership history in BARCLAYS PLC  ·  32 quarters on record

AI Ownership Summary

BARCLAYS PLC reported EVERGY INC (EVRG) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows EVRG at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARCLAYS PLC's position in EVERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EVRG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARCLAYS PLC held EVRG — position size vs. price
% of Fund (quarterly)    EVRG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 11 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 916,358 +916,158 +458079.0% 0.02% $66.4M 2026-02-14 (Est.) $82.00
2025 Q3 REDUCED 200 -752,785 -100.0% 0.00% $15K 2025-11-12 $75.99
2025 Q3 REDUCED 752,985 -155,960 -17.2% 0.01% $57.2M 2025-11-12 $75.99
2025 Q2 ADDED 908,945 +122,827 +15.6% 0.02% $62.7M 2025-08-13 $71.33
2025 Q1 ADDED 786,118 +123,805 +18.7% 0.02% $54.2M 2025-05-15 $63.31
2024 Q4 ADDED 662,313 +223,756 +51.0% 0.01% $40.8M 2025-02-13 $63.80
2024 Q3 REDUCED 438,557 -1,557 -0.4% 0.01% $27.2M 2024-11-15 $60.19
2024 Q2 REDUCED 440,114 -247,174 -36.0% 0.01% $23.3M 2024-08-14 $55.21
2024 Q1 REDUCED 687,288 -21,591 -3.0% 0.01% $36.7M 2024-05-15 $51.35
2023 Q4 ADDED 708,879 +24,081 +3.5% 0.01% $37.0M 2024-02-15 $45.51
2023 Q3 ADDED 684,798 +236,233 +52.7% 0.02% $34.7M 2023-11-07 $45.28
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BARCLAYS PLC and EVRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARCLAYS PLC reported owning EVRG?

BARCLAYS PLC reported EVRG across 11 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported EVRG position in BARCLAYS PLC's portfolio?

The largest reported portfolio weight for EVRG was 0.02% in 2025 Q2.

What is the latest reported EVRG position on this page?

The most recent filing on this page is 2025 Q4, when BARCLAYS PLC reported 916,358 shares, equal to 0.02% of portfolio, with an estimated market value of $66.4M.

What does the chart on this EVRG ownership page compare?

The chart compares BARCLAYS PLC's quarterly EVRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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