Brookfield Corp’s Evergy EVRG Stock Holding History

Brookfield Corp’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	$19.4M	Sell	237,114 -127,017	-35%	-$10M	0.03%	54
2025 Q4	$26.4M	Sell	364,131 -33,195	-8%	-$2.52M	0.03%	52
2025 Q3	$30.2M	Sell	397,326 -32,731	-8%	-$2.33M	0.04%	48
2025 Q2	$29.6M	Buy	+430,057	New	+$28.9M	0.04%	46
2022 Q1	–	Sell	-2,410,605	Closed	-$165M	–	680
2021 Q4	$165M	Buy	2,410,605 +74,600	+3%	+$4.85M	0.64%	25
2021 Q3	$145M	Buy	2,336,005 +39,783	+2%	+$2.61M	0.59%	30
2021 Q2	$139M	Buy	2,296,222 +159,220	+7%	+$9.96M	0.65%	33
2021 Q1	$127M	Buy	+2,137,002	New	+$118M	0.61%	33
2019 Q2	–	Sell	-406,663	Closed	-$23.6M	–	212
2019 Q1	$23.6M	Sell	406,663 -301,561	-43%	-$17.2M	0.1%	84
2018 Q4	$40.2M	Buy	708,224 +550,334	+349%	+$31.8M	0.2%	78
2018 Q3	$8.67M	Buy	+157,890	New	+$8.93M	0.03%	113

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