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EVRG icon

Bridgewater Associates’s Evergy EVRG Stock Holding History

Bridgewater Associates’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 		$12.7M Buy
154,471
+45,652
+42% +$3.61M 0.06% 228
2025
Q4 		$7.89M Buy
+108,819
New +$8.26M 0.03% 413
2023
Q1 		– Sell
-42,266
Closed -$2.66M – 781
2022
Q4 		$2.66M Buy
42,266
+10,472
+33% +$629K 0.01% 483
2022
Q3 		$1.89M Sell
31,794
-7,653
-19% -$515K 0.01% 576
2022
Q2 		$2.57M Buy
39,447
+11,026
+39% +$748K 0.01% 624
2022
Q1 		$1.94M Buy
28,421
+15,921
+127% +$1.03M 0.01% 690
2021
Q4 		$858K Buy
+12,500
New +$813K 0.01% 596
2020
Q3 		– Sell
-3,880
Closed -$230K – 467
2020
Q2 		$230K Sell
3,880
-2,928
-43% -$173K ﹤0.01% 363
2020
Q1 		$375K Buy
+6,808
New +$447K 0.01% 317

Other funds holding EVRG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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