Ameritas Advisory Services’s Evergy EVRG Stock Holding History

Ameritas Advisory Services’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	$253K	Buy	3,084 +5	+0.2%	+$395	0.01%	835
2025 Q4	$223K	Buy	3,079 +1,317	+75%	+$99.9K	0.01%	866
2025 Q3	$134K	Sell	1,762 -2,772	-61%	-$198K	0.01%	743
2025 Q2	$313K	Buy	4,534 +652	+17%	+$43.8K	0.02%	621
2025 Q1	$257K	Buy	3,882 +419	+12%	+$27.4K	0.01%	738
2024 Q4	$213K	Sell	3,463 -89	-3%	-$5.5K	0.01%	817
2024 Q3	$220K	Buy	+3,552	New	+$207K	0.01%	784
2023 Q2	–	Sell	-2,751	Closed	-$172K	–	1151
2023 Q1	$172K	Buy	+2,751	New	+$167K	0.01%	809
2022 Q3	–	Sell	-3,070	Closed	-$200K	–	776
2022 Q2	$200K	Sell	3,070 -245	-7%	-$16.6K	0.01%	754
2022 Q1	$227K	Buy	3,315 +354	+12%	+$22.8K	0.01%	755
2021 Q4	$203K	Buy	+2,961	New	+$193K	0.01%	778

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