Baker Avenue Asset Management’s Evergy EVRG Stock Holding History

Baker Avenue Asset Management’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	$465K	Buy	5,673 +768	+16%	+$60.7K	0.01%	454
2025 Q4	$356K	Buy	4,905 +933	+23%	+$70.8K	0.01%	456
2025 Q3	$302K	Buy	3,972 +371	+10%	+$26.4K	0.01%	475
2025 Q2	$248K	Buy	3,601 +236	+7%	+$15.9K	0.01%	430
2025 Q1	$232K	Buy	+3,365	New	+$220K	0.01%	415
2023 Q4	–	Sell	-34	Closed	-$1.72K	–	716
2023 Q3	$1.72K	Buy	34 +16	+89%	+$908	﹤0.01%	1161
2023 Q2	$1.05K	Buy	18 +3	+20%	+$181	﹤0.01%	1160
2023 Q1	$917	Buy	15 +5	+50%	+$304	﹤0.01%	1212
2022 Q4	$629	Buy	+10	New	+$601	﹤0.01%	1239

Other funds holding EVRG

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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