EVRG β€” Evergy Inc.

Ownership history in Bluescape Energy Partners LLC  Β·  19 quarters on record

This page tracks every 13F SEC filing in which Bluescape Energy Partners LLC reported a position in Evergy Inc. (EVRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
50.25% (2025 Q4)
πŸ“Š Avg. % of fund
35.41%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
19

Position Intelligence

Bluescape Energy Partners LLC Γ— EVRG AI Analytics

πŸ“‰ Bluescape Energy Partners LLC underperformed the S&P 500 by –8.9% annually on this EVRG position. Timing score: 100% (3/3 decisions correct). Average cost basis: $50.87. Maximum drawdown during holding period: –21.3%.

πŸ“ˆ Position Alpha vs SPY
-8.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.9% ann.
11 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$50.87
+41.3% vs current ($71.88)

Best entry: $49.96 (2021 Q2)  Β·  Worst: $57.67 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–21.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 0 of 6 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Bluescape Energy Partners LLC has been actively increasing its EVRG allocation β€” a bullish signal from insiders.
Currently 50.25% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    EVRG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,657,473 β€” 0% 50.25% $192.6M $71.88
2025 Q3 UNCHANGED 2,657,473 β€” 0% 46.90% $202.0M $74.69
2025 Q2 UNCHANGED 2,657,473 β€” 0% 44.56% $183.2M $67.10
2025 Q1 UNCHANGED 2,657,473 β€” 0% 42.35% $183.2M $66.44
2024 Q4 UNCHANGED 2,657,473 β€” 0% 38.88% $163.6M $58.71
2024 Q3 UNCHANGED 2,657,473 β€” 0% 37.63% $164.8M $58.53
2024 Q2 UNCHANGED 2,657,473 β€” 0% 33.60% $140.8M $49.46
2024 Q1 UNCHANGED 2,657,473 β€” 0% 31.74% $141.9M $49.26
2023 Q4 UNCHANGED 2,657,473 β€” 0% 35.83% $138.7M $47.57
2023 Q3 UNCHANGED 2,657,473 β€” 0% 26.03% $134.7M $45.61
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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