Cerity Partners

Cerity Partners’s Evergy EVRG Stock Holding History

Cerity Partners’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	$5.53M	Sell	67,525 -45,571	-40%	-$3.6M	0.01%	960
2025 Q4	$8.2M	Sell	113,096 -6,304	-5%	-$478K	0.01%	729
2025 Q3	$9.08M	Sell	119,400 -5,224	-4%	-$372K	0.01%	618
2025 Q2	$8.59M	Sell	124,624 -117,018	-48%	-$7.86M	0.02%	591
2025 Q1	$16.7M	Buy	241,642 +186,515	+338%	+$12.2M	0.03%	379
2024 Q4	$3.4M	Buy	55,127 +3,215	+6%	+$199K	0.01%	870
2024 Q3	$3.22M	Buy	51,912 +12,657	+32%	+$736K	0.01%	881
2024 Q2	$2.08M	Buy	39,255 +5,321	+16%	+$283K	0.01%	898
2024 Q1	$1.81M	Sell	33,934 -26,385	-44%	-$1.35M	﹤0.01%	1012
2023 Q4	$3.15M	Sell	60,319 -17,136	-22%	-$862K	0.01%	651
2023 Q3	$3.93M	Buy	77,455 +1,664	+2%	+$94.5K	0.02%	459
2023 Q2	$4.43M	Buy	75,791 +67,061	+768%	+$4.05M	0.02%	528
2023 Q1	$1.48M	Sell	8,730 -252	-3%	-$15.3K	﹤0.01%	822
2022 Q4	$566K	Buy	8,982 +5,575	+164%	+$335K	﹤0.01%	888
2022 Q3	$203K	Buy	3,407 +256	+8%	+$17.2K	﹤0.01%	1051
2022 Q2	$206K	Buy	+3,151	New	+$214K	﹤0.01%	1070

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