EVRG β€” EVERGY INC

Ownership history in DRW Securities, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which DRW Securities, 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
0.24% (2024 Q3)
πŸ“Š Avg. % of fund
0.12%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

DRW Securities, LLC Γ— EVRG AI Analytics

πŸ“ˆ DRW Securities, LLC outperformed the S&P 500 by +8.7% annually on this EVRG position. Timing score: 50% (2/4 decisions correct). Average cost basis: $60.40. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+8.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 8.7% per year on this position.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$60.40
+23.7% vs current ($74.69)

Best entry: $58.53 (2024 Q3)  Β·  Worst: $74.69 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.08% 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 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 55,580 +13,940 +33.5% 0.08% $4.2M $74.69
2025 Q2 ADDED 41,640 +9,380 +29.1% 0.06% $2.9M $67.10
2025 Q1 REDUCED 32,260 -39,640 -55.1% 0.06% $2.2M $66.44
2024 Q4 REDUCED 71,900 -68,608 -48.8% 0.15% $4.4M $58.71
2024 Q3 INITIATED 140,508 β€” β€” 0.24% $8.7M $58.53

🏒 Other funds also holding EVRG

As of 2025 Q4 β€” sorted by position size

Bluescape Energy Partners LLC 3Y 7Y 50.25% Fulcrum Asset Management LLP 3Y 3.84% DECADE RENEWABLE PARTNERS LP 3Y 3.16% HITE Hedge Asset Management LLC 3Y 7Y 2.71% RNC CAPITAL MANAGEMENT LLC 3Y 7Y 2.29% CRAMER ROSENTHAL MCGLYNN LLC 3Y 7Y 2.22% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 2.13% Magellan Asset Management Ltd 3Y 7Y 2.12% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 1.83% Diameter Capital Partners LP 3Y 7Y 1.72%
← Back to DRW Securities, LLC Holdings