Atom Investors’s Evergy EVRG Stock Holding History

Atom Investors’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	$800K	Buy	9,760 +5,509	+130%	+$435K	0.06%	396
2025 Q4	$308K	Buy	+4,251	New	+$322K	0.02%	436
2025 Q2	–	Sell	-5,436	Closed	-$375K	–	664
2025 Q1	$375K	Sell	5,436 -18,733	-78%	-$1.23M	0.05%	336
2024 Q4	$1.49M	Buy	+24,169	New	+$1.49M	0.18%	158
2024 Q2	–	Sell	-24,859	Closed	-$1.33M	–	535
2024 Q1	$1.33M	Sell	24,859 -9,675	-28%	-$494K	0.17%	189
2023 Q4	$1.8M	Buy	34,534 +14,984	+77%	+$754K	0.32%	106
2023 Q3	$991K	Buy	+19,550	New	+$1.11M	0.23%	136
2022 Q4	–	Sell	-11,232	Closed	-$667K	–	252
2022 Q3	$667K	Buy	+11,232	New	+$756K	0.23%	130
2019 Q2	–	Sell	-6,145	Closed	-$357K	–	469
2019 Q1	$357K	Sell	6,145 -7,166	-54%	-$408K	0.03%	394
2018 Q4	$756K	Buy	+13,311	New	+$768K	0.07%	382

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