Bell Investment Advisors’s Evergy EVRG Stock Holding History

Bell Investment 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
2026 Q1	$16.2K	Hold	198	–	–	﹤0.01%	510
2025 Q4	$14.4K	Hold	198	–	–	﹤0.01%	562
2025 Q3	$15.1K	Sell	198 -10	-5%	-$713	﹤0.01%	496
2025 Q2	$14.3K	Buy	208 +109	+110%	+$7.33K	﹤0.01%	545
2025 Q1	$6.83K	Hold	99	–	–	﹤0.01%	764
2024 Q4	$6.09K	Buy	99 +12	+14%	+$742	﹤0.01%	832
2024 Q3	$5.39K	Sell	87 -29	-25%	-$1.69K	﹤0.01%	892
2024 Q2	$6.14K	Buy	116 +20	+21%	+$1.06K	﹤0.01%	828
2024 Q1	$5.13K	Buy	96 +10	+12%	+$511	﹤0.01%	905
2023 Q4	$4.49K	Buy	86 +32	+59%	+$1.61K	﹤0.01%	937
2023 Q3	$2.74K	Buy	54 +3	+6%	+$170	﹤0.01%	1133
2023 Q2	$2.98K	Sell	51 -6	-11%	-$362	﹤0.01%	1093
2023 Q1	$3.48K	Buy	57 +7	+14%	+$426	﹤0.01%	968
2022 Q4	$3.15K	Sell	50 -15	-23%	-$901	﹤0.01%	1045
2022 Q3	$4K	Buy	65 +8	+14%	+$538	﹤0.01%	776
2022 Q2	$4K	Buy	+57	New	+$3.87K	﹤0.01%	791
2021 Q4	$4K	Hold	56	–	–	﹤0.01%	852
2021 Q3	$3K	Buy	+56	New	+$3.67K	﹤0.01%	907

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