Black Diamond Financial’s Evergy EVRG Stock Holding History

Black Diamond Financial’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	$331K	Sell	4,041 -24	-0.6%	-$1.9K	0.04%	136
2025 Q4	$295K	Hold	4,065	–	–	0.03%	141
2025 Q3	$309K	Sell	4,065 -10	-0.2%	-$713	0.03%	125
2025 Q2	$281K	Hold	4,075	–	–	0.04%	109
2025 Q1	$281K	Buy	4,075 +10	+0.2%	+$654	0.04%	122
2024 Q4	$250K	Sell	4,065 -664	-14%	-$41.1K	0.04%	123
2024 Q3	$293K	Hold	4,729	–	–	0.05%	109
2024 Q2	$250K	Hold	4,729	–	–	0.05%	120
2024 Q1	$247K	Hold	4,729	–	–	0.07%	95
2023 Q4	$247K	Hold	4,729	–	–	0.07%	95
2023 Q3	$240K	Hold	4,729	–	–	0.07%	93
2023 Q2	$276K	Hold	4,729	–	–	0.08%	90
2023 Q1	$289K	Hold	4,729	–	–	0.09%	87
2022 Q4	$298K	Hold	4,729	–	–	0.11%	82
2022 Q3	$281K	Hold	4,729	–	–	0.11%	80
2022 Q2	$309K	Hold	4,729	–	–	0.12%	81
2022 Q1	$323K	Buy	+4,729	New	+$305K	0.1%	88

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