AWA
EVRG icon

Arete Wealth Advisors’s Evergy EVRG Stock Holding History

Arete Wealth 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
2024
Q1 		– Sell
-7,017
Closed -$366K – 481
2023
Q4 		$366K Sell
7,017
-258
-4% -$13K 0.03% 488
2023
Q3 		$369K Buy
7,275
+163
+2% +$9.25K 0.06% 300
2023
Q2 		$415K Buy
7,112
+428
+6% +$25.8K 0.04% 406
2023
Q1 		$409K Buy
6,684
+651
+11% +$39.6K 0.03% 392
2022
Q4 		$380M Buy
6,033
+1,139
+23% +$68.4K 0.03% 391
2022
Q3 		$291K Buy
4,894
+320
+7% +$21.5K 0.03% 409
2022
Q2 		$298K Buy
4,574
+565
+14% +$38.3K 0.03% 335
2022
Q1 		$274K Buy
4,009
+576
+17% +$37.2K 0.02% 402
2021
Q4 		$234K Buy
+3,433
New +$223K 0.02% 437
2019
Q4 		– Sell
-3,329
Closed -$222K – 398
2019
Q3 		$222K Buy
+3,329
New +$211K 0.04% 349

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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