BWM
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BerganKDV Wealth Management’s Evergy EVRG Stock Holding History

BerganKDV 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
Q2 		$1.11K Sell
19
-365
-95% -$22K ﹤0.01% 745
2023
Q1 		$23.5K Buy
384
+365
+1,921% +$22.2K ﹤0.01% 502
2022
Q4 		$1.2K Buy
19
+3
+19% +$180 ﹤0.01% 860
2022
Q3 		$1K Sell
16
-15
-48% -$1.01K ﹤0.01% 879
2022
Q2 		$2K Hold
31
– – ﹤0.01% 821
2022
Q1 		$2K Sell
31
-169
-85% -$10.9K ﹤0.01% 847
2021
Q4 		$14K Buy
200
+169
+545% +$11K ﹤0.01% 597
2021
Q3 		$2K Hold
31
– – ﹤0.01% 875
2021
Q2 		$2K Hold
31
– – ﹤0.01% 808
2021
Q1 		$2K Hold
31
– – ﹤0.01% 774
2020
Q4 		$2K Buy
31
+15
+94% +$823 ﹤0.01% 772
2020
Q3 		$1K Sell
16
-14
-47% -$783 ﹤0.01% 788
2020
Q2 		$2K Sell
30
-28
-48% -$1.66K ﹤0.01% 746
2020
Q1 		$3K Sell
58
-362
-86% -$23.8K ﹤0.01% 664
2019
Q4 		$27K Buy
+420
New +$26.8K ﹤0.01% 407

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return