Caldwell Trust’s Evergy EVRG Stock Holding History

Caldwell Trust’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
2024 Q3	–	Sell	-113	Closed	-$5.99K	–	711
2024 Q2	$5.99K	Hold	113	–	–	﹤0.01%	641
2024 Q1	$6.03K	Hold	113	–	–	﹤0.01%	651
2023 Q4	$5.9K	Hold	113	–	–	﹤0.01%	638
2023 Q3	$5.73K	Hold	113	–	–	﹤0.01%	638
2023 Q2	$6.6K	Hold	113	–	–	﹤0.01%	652
2023 Q1	$6.91K	Sell	113 -170	-60%	-$10.3K	﹤0.01%	646
2022 Q4	$17.8K	Buy	283 +170	+150%	+$10.2K	﹤0.01%	550
2022 Q3	$6.71K	Hold	113	–	–	﹤0.01%	640
2022 Q2	$7.37K	Sell	113 -98	-46%	-$6.65K	﹤0.01%	651
2022 Q1	$14.4K	Hold	211	–	–	﹤0.01%	604
2021 Q4	$14.5K	Hold	211	–	–	﹤0.01%	600
2021 Q3	$13.1K	Hold	211	–	–	﹤0.01%	610
2021 Q2	$12.8K	Hold	211	–	–	﹤0.01%	622
2021 Q1	$12.6K	Hold	211	–	–	﹤0.01%	610
2020 Q4	$11.7K	Sell	211 -389	-65%	-$21.3K	﹤0.01%	610
2020 Q3	$30.5K	Buy	600 +389	+184%	+$21.7K	0.01%	477
2020 Q2	$12.5K	Sell	211 -150	-42%	-$8.88K	﹤0.01%	609
2020 Q1	$19.9K	Hold	361	–	–	﹤0.01%	554
2019 Q4	$23.5K	Buy	+361	New	+$23K	﹤0.01%	568

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return