Altshuler Shaham’s Evergy EVRG Stock Holding History

Altshuler Shaham’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 Q1	–	Sell	-341	Closed	-$21K	–	346
2024 Q4	$21K	Buy	+341	New	+$21.1K	﹤0.01%	217
2023 Q1	–	Sell	-782	Closed	-$49.2K	–	412
2022 Q4	$49.2K	Sell	782 -39	-5%	-$2.34K	﹤0.01%	214
2022 Q3	$50K	Buy	821 +7	+0.9%	+$471	﹤0.01%	219
2022 Q2	$53K	Sell	814 -99	-11%	-$6.71K	﹤0.01%	240
2022 Q1	$62K	Sell	913 -30	-3%	-$1.94K	﹤0.01%	335
2021 Q4	$65K	Buy	+943	New	+$61.3K	﹤0.01%	388
2020 Q2	–	Sell	-2,395	Closed	-$132K	–	429
2020 Q1	$132K	Sell	2,395 -1,429	-37%	-$93.9K	0.01%	148
2019 Q4	$249K	Buy	3,824 +629	+20%	+$40.1K	0.01%	141
2019 Q3	$213K	Buy	3,195 +1,669	+109%	+$106K	0.01%	142
2019 Q2	$92K	Buy	1,526 +751	+97%	+$43.9K	﹤0.01%	159
2019 Q1	$45K	Buy	775 +317	+69%	+$18K	﹤0.01%	127
2018 Q4	$26K	Buy	+458	New	+$26.4K	﹤0.01%	152

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return