Aventail Capital Group’s Evergy EVRG Stock Holding History

Aventail Capital Group’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	$5.12M	Sell	62,555 -51,368	-45%	-$4.06M	0.25%	114
2025 Q4	$8.26M	Sell	113,923 -57,362	-33%	-$4.35M	0.48%	56
2025 Q3	$13M	Sell	171,285 -218,000	-56%	-$15.5M	0.62%	50
2025 Q2	$26.8M	Sell	389,285 -6,336	-2%	-$426K	1.19%	31
2025 Q1	$27.3M	Sell	395,621 -255,598	-39%	-$16.7M	1.35%	30
2024 Q4	$40.1M	Buy	+651,219	New	+$40.3M	2.1%	17
2024 Q2	–	Sell	-335,050	Closed	-$17.9M	–	99
2024 Q1	$17.9M	Buy	335,050 +155,050	+86%	+$7.92M	1.37%	29
2023 Q4	$9.4M	Buy	+180,000	New	+$9.06M	0.8%	35

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