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AGF Management’s Evergy EVRG Stock Holding History

AGF 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
2025
Q4 		– Sell
-7,438
Closed -$565K – 662
2025
Q3 		$565K Sell
7,438
-1,968
-21% -$140K ﹤0.01% 596
2025
Q2 		$648K Sell
9,406
-145
-2% -$9.74K ﹤0.01% 571
2025
Q1 		$659K Buy
+9,551
New +$625K ﹤0.01% 571
2024
Q2 		– Sell
-8,672
Closed -$463K – 706
2024
Q1 		$463K Sell
8,672
-54,381
-86% -$2.78M ﹤0.01% 638
2023
Q4 		$3.29M Sell
63,053
-12,855
-17% -$647K 0.02% 323
2023
Q3 		$3.85M Buy
+75,908
New +$4.31M 0.03% 274
2023
Q1 		– Sell
-26,762
Closed -$1.68M – 767
2022
Q4 		$1.68M Buy
+26,762
New +$1.61M 0.01% 519

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return