Achmea Investment Management’s Evergy EVRG Stock Holding History

Achmea Investment Management’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-331	Closed	-$20K	–	548
2023 Q2	$20K	Hold	331	–	–	﹤0.01%	629
2023 Q1	$21K	Hold	331	–	–	﹤0.01%	596
2022 Q4	$20K	Hold	331	–	–	﹤0.01%	613
2022 Q3	$20K	Hold	331	–	–	﹤0.01%	607
2022 Q2	$22K	Hold	331	–	–	﹤0.01%	592
2022 Q1	$22K	Hold	331	–	–	﹤0.01%	608
2021 Q4	$23K	Hold	331	–	–	﹤0.01%	338
2021 Q3	$21K	Buy	+331	New	+$21.7K	﹤0.01%	592
2020 Q3	–	Sell	-37,182	Closed	-$2.21M	–	504
2020 Q2	$2.21M	Hold	37,182	–	–	0.07%	180
2020 Q1	$2.05M	Buy	37,182 +29,456	+381%	+$1.94M	0.09%	149
2019 Q4	$503K	Sell	7,726 -7,293	-49%	-$465K	0.02%	449
2019 Q3	$999K	Buy	15,019 +7,293	+94%	+$461K	0.04%	359
2019 Q2	$465K	Buy	+7,726	New	+$452K	0.02%	461
2018 Q4	–	Sell	-7,726	Closed	-$424K	–	459
2018 Q3	$424K	Sell	7,726 -13,301	-63%	-$752K	0.02%	447
2018 Q2	$1.18M	Buy	+21,027	New	+$1.13M	0.04%	344

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return