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Aptus Capital Advisors’s Evergy EVRG Stock Holding History

Aptus Capital Advisors’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 		$385K Sell
4,703
-81
-2% -$6.4K ﹤0.01% 791
2025
Q4 		$347K Buy
4,784
+50
+1% +$3.79K ﹤0.01% 850
2025
Q3 		$360K Sell
4,734
-3,787
-44% -$270K ﹤0.01% 799
2025
Q2 		$587K Buy
+8,521
New +$573K 0.01% 639
2023
Q1 		– Sell
-3,833
Closed -$241K – 821
2022
Q4 		$241K Buy
3,833
+18
+0.5% +$1.08K 0.01% 445
2022
Q3 		$227K Buy
+3,815
New +$257K 0.01% 422

Other funds holding EVRG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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