BWA
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Burt Wealth Advisors’s Evergy EVRG Stock Holding History

Burt Wealth 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
2021
Q1 		– Sell
-311
Closed -$17K – 177
2020
Q4 		$17K Hold
311
– – 0.01% 250
2020
Q3 		$16K Hold
311
– – 0.01% 252
2020
Q2 		$18K Hold
311
– – 0.01% 238
2020
Q1 		$17K Hold
311
– – 0.01% 237
2019
Q4 		$20K Hold
311
– – 0.01% 241
2019
Q3 		$21K Hold
311
– – 0.01% 230
2019
Q2 		$19K Hold
311
– – 0.01% 242
2019
Q1 		$18K Hold
311
– – 0.01% 249
2018
Q4 		$18K Hold
311
– – 0.01% 244
2018
Q3 		$17K Hold
311
– – 0.01% 266
2018
Q2 		$17K Buy
+311
New +$16.7K 0.01% 260

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
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return