Evergreen Capital Management LLC Purchases in Q2 2025

Evergreen Capital Management LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
341
+ 3.88%
$98.59 - $109.11 $33.6K - $37.2K
9.12K $946K
REG
Regency Centers Corp

Real Estate
4
+ 0.06%
$65.48 - $74.74 $262 - $299
6.33K $450K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
3K
+ 2.5%
$2.06 - $3.0 $6.18K - $9K
123K $296K
AJG
Arthur J. Gallagher & Co.

Financial Services
6
+ 0.78%
$310.86 - $348.77 $1.87K - $2.09K
773 $247K
PSO
Pearson PLC

Communication Services
285
+ 1.45%
$14.41 - $16.64 $4.11K - $4.74K
20K $298K
AVB
Avalonbay Communities Inc

Real Estate
2
+ 0.11%
$187.23 - $215.61 $374 - $431
1.88K $383K
MO
Altria Group, Inc.

Consumer Defensive
464
+ 1.29%
$55.56 - $60.91 $25.8K - $28.3K
36.4K $2.13M
CPT
Camden Property Trust

Real Estate
24
+ 0.95%
$106.53 - $122.8 $2.56K - $2.95K
2.55K $287K
BKR
Baker Hughes CO

Energy
684
+ 7.92%
$35.0 - $44.92 $23.9K - $30.7K
9.32K $357K
EQX
Equinox Gold Corp.

Basic Materials
316
+ 1.37%
$5.68 - $7.31 $1.79K - $2.31K
23.3K $134K
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.25K
+ 1.06%
$28.28 - $35.22 $35.2K - $43.8K
119K $4.08M
KMB
Kimberly Clark Corp

Consumer Defensive
289
+ 5.59%
$126.84 - $145.22 $36.7K - $42K
5.46K $703K
HP
Helmerich & Payne, Inc.

Energy
18.3K
+ 64.55%
$15.16 - $26.78 $277K - $490K
46.6K $706K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.6K
+ 1426.7%
$87.84 - $1441.89 $756K - $12.4M
9.21K $829K
AON
Aon PLC

Financial Services
13
+ 1.33%
$335.85 - $398.81 $4.37K - $5.18K
992 $353K
PGR
Progressive Corp

Financial Services
125
+ 2.39%
$255.27 - $288.74 $31.9K - $36.1K
5.35K $1.43M
CTRA
Coterra Energy Inc.

Energy
22.1K
+ 12.63%
$22.6 - $29.07 $500K - $643K
197K $5.01M
COP
Conocophillips

Energy
2.52K
+ 13.34%
$82.66 - $106.1 $208K - $267K
21.4K $1.92M
CB
Chubb LTD

Financial Services
650
+ 2.96%
$274.32 - $302.46 $178K - $197K
22.6K $6.56M
UTHR
United Therapeutics Corp

Healthcare
501
+ 4.09%
$276.47 - $328.4 $139K - $165K
12.8K $3.67M
MLPX
Global X Mlp & Energy Infrastr

ETFs
284
+ 0.18%
$55.32 - $65.02 $15.7K - $18.5K
157K $9.86M
EEFT
Euronet Worldwide, Inc.

Technology
129
+ 0.38%
$87.44 - $112.74 $11.3K - $14.5K
34K $3.45M
LOW
Lowes Companies Inc

Consumer Cyclical
544
+ 1.98%
$210.83 - $235.28 $115K - $128K
28.1K $6.23M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.49K
+ 3.33%
$45.07 - $52.57 $248K - $289K
170K $8.32M
AGNC
Agnc Investment Corp.

Real Estate
7.07K
+ 0.86%
$8.12 - $9.49 $57.4K - $67.1K
829K $7.62M
CORT
Corcept Therapeutics Inc

Healthcare
448
+ 6.26%
$62.24 - $91.93 $27.9K - $41.2K
7.61K $558K
XOM
Exxon Mobil Corp

Energy
3.55K
+ 5.94%
$99.93 - $119.04 $355K - $422K
63.3K $6.82M
LXP
Lxp Industrial Trust

Real Estate
4K
+ 0.48%
$7.22 - $8.85 $28.9K - $35.4K
840K $6.94M
XLE
Energy Sector Spdr

ETFs
3.77K
+ 5.03%
$76.44 - $94.13 $288K - $355K
78.8K $6.68M
MPLX
Mplx LP

Energy
1.03K
+ 0.52%
$46.68 - $53.89 $47.8K - $55.2K
196K $10.1M
ET
Energy Transfer LP

Energy
2.62K
+ 0.29%
$15.65 - $18.93 $41K - $49.6K
899K $16.3M
SLB
Schlumberger Limited

Energy
9.56K
+ 10.61%
$31.95 - $42.2 $305K - $403K
99.7K $3.37M
UDR
Udr, Inc.

Real Estate
2.69K
+ 2.28%
$38.09 - $45.36 $103K - $122K
121K $4.93M
RH
Rh

Consumer Cyclical
609
+ 3.66%
$145.66 - $249.35 $88.7K - $152K
17.2K $3.26M
PAGP
Plains Gp Holdings LP

Energy
23.6K
+ 3.29%
$17.24 - $21.61 $406K - $509K
740K $14.4M
ABBV
Abb Vie Inc.

Healthcare
703
+ 1.44%
$170.16 - $206.27 $120K - $145K
49.4K $9.17M
MLPA
Global X Mlp ETF

ETFs
7.43K
+ 1.57%
$46.47 - $54.16 $345K - $402K
481K $24.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.38K
+ 3.42%
$483.48 - $539.8 $667K - $745K
41.7K $20.3M
VDE
Vanguard Energy ETF

ETFs
2.17K
+ 1.55%
$105.87 - $130.56 $229K - $283K
142K $16.9M
FANG
Diamondback Energy, Inc.

Energy
7.36K
+ 7.4%
$119.25 - $161.49 $877K - $1.19M
107K $14.7M
AES
Aes Corp

Utilities
67.9K
+ 4.8%
$9.63 - $12.55 $654K - $852K
1.48M $15.6M
OKE
Oneok Inc

Energy
2.94K
+ 1.87%
$78.71 - $100.37 $232K - $295K
160K $13.1M
EPD
Enterprise Products Partners L.P.

Energy
3.15K
+ 0.33%
$28.95 - $34.22 $91K - $108K
952K $29.5M
Activity Summary
Buys All Purchases 694 New Holdings 179 Increased Positions 515 Sells All Sells 374 Reductions 374 Sold out 0 Options Calls 3 Puts 3
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