Advisory Alpha’s Evergy EVRG Stock Holding History

Advisory Alpha’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
2026 Q1	$290K	Buy	3,545 +26	+0.7%	+$2.06K	0.01%	463
2025 Q4	$255K	Buy	3,519 +219	+7%	+$16.6K	0.01%	457
2025 Q3	$251K	Sell	3,300 -81	-2%	-$5.77K	0.01%	456
2025 Q2	$233K	Buy	3,381 +102	+3%	+$6.86K	0.01%	432
2025 Q1	$226K	Buy	+3,279	New	+$215K	0.01%	415
2020 Q4	–	Sell	-331	Closed	-$17K	–	269
2020 Q3	$17K	Buy	+331	New	+$18.5K	﹤0.01%	348
2020 Q2	–	Sell	-331	Closed	-$19.1K	–	247
2020 Q1	$19.1K	Buy	331 +147	+80%	+$9.66K	0.01%	318
2019 Q4	$12K	Buy	184 +2	+1%	+$128	﹤0.01%	477
2019 Q3	$11.6K	Buy	+182	New	+$11.5K	﹤0.01%	438
2019 Q2	–	Sell	-180	Closed	-$10.2K	–	276
2019 Q1	$10.2K	Buy	+180	New	+$10.2K	﹤0.01%	401

Other funds holding EVRG

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return