Baystate Wealth Management’s Evergy EVRG Stock Holding History

Baystate Wealth 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
2023 Q4	$21.5K	Buy	411 +84	+26%	+$4.23K	﹤0.01%	546
2023 Q3	$16.6K	Buy	327 +11	+3%	+$625	﹤0.01%	501
2023 Q2	$18.5K	Buy	316 +3	+1%	+$181	﹤0.01%	470
2023 Q1	$19.2K	Sell	313 -129	-29%	-$7.85K	﹤0.01%	466
2022 Q4	$28K	Buy	442 +3	+0.7%	+$180	﹤0.01%	415
2022 Q3	$26K	Buy	439 +3	+0.7%	+$202	﹤0.01%	393
2022 Q2	$29K	Buy	436 +251	+136%	+$17K	﹤0.01%	394
2022 Q1	$13K	Hold	185	–	–	﹤0.01%	526
2021 Q4	$13K	Buy	185 +1	+0.5%	+$65	﹤0.01%	525
2021 Q3	$11K	Hold	184	–	–	﹤0.01%	517
2021 Q2	$11K	Buy	184 +1	+0.5%	+$63	﹤0.01%	494
2021 Q1	$11K	Hold	183	–	–	﹤0.01%	450
2020 Q4	$10K	Hold	183	–	–	﹤0.01%	426
2020 Q3	$9K	Buy	183 +1	+0.5%	+$56	﹤0.01%	406
2020 Q2	$11K	Hold	182	–	–	﹤0.01%	376
2020 Q1	$10K	Buy	182 +1	+0.6%	+$66	﹤0.01%	362
2019 Q4	$12K	Hold	181	–	–	﹤0.01%	383
2019 Q3	$12K	Buy	181 +1	+0.6%	+$63	﹤0.01%	341
2019 Q2	$11K	Hold	180	–	–	﹤0.01%	356
2019 Q1	$10K	Buy	180 +1	+0.6%	+$57	﹤0.01%	382
2018 Q4	$10K	Sell	179 -58	-24%	-$3.35K	﹤0.01%	369
2018 Q3	$13K	Buy	+237	New	+$13.4K	﹤0.01%	340

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return