CPO
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Cerity Partners OCIO’s Evergy EVRG Stock Holding History

Cerity Partners OCIO’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
2022
Q4 		$1.43M Buy
22,704
+1,230
+6% +$73.9K 0.05% 204
2022
Q3 		$1.28M Buy
21,474
+1,272
+6% +$85.6K 0.04% 192
2022
Q2 		$1.32M Buy
20,202
+3,296
+19% +$224K 0.04% 184
2022
Q1 		$1.16M Buy
16,906
+4,956
+41% +$320K 0.04% 202
2021
Q4 		$820K Sell
11,950
-57,908
-83% -$3.76M 0.02% 257
2021
Q3 		$4.34M Buy
69,858
+4,490
+7% +$294K 0.14% 84
2021
Q2 		$3.95M Buy
65,368
+55,099
+537% +$3.45M 0.13% 92
2021
Q1 		$611K Buy
+10,269
New +$568K 0.02% 260
2020
Q3 		– Sell
-3,670
Closed -$218K – 348
2020
Q2 		$218K Hold
3,670
– – 0.01% 312
2020
Q1 		$202K Hold
3,670
– – 0.01% 285
2019
Q4 		$260K Sell
3,670
-212
-5% -$13.5K 0.01% 293
2019
Q3 		$258K Buy
3,882
+212
+6% +$13.4K 0.01% 287
2019
Q2 		$221K Buy
+3,670
New +$215K 0.01% 296

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AWA
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return