Column Capital Advisors’s Evergy EVRG Stock Holding History

Column Capital 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
2023 Q3	$10.1K	Hold	200	–	–	﹤0.01%	517
2023 Q2	$11.7K	Hold	200	–	–	﹤0.01%	509
2023 Q1	$12.2K	Hold	200	–	–	﹤0.01%	517
2022 Q4	$12.6K	Hold	200	–	–	﹤0.01%	482
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	444
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	446
2022 Q1	$14K	Sell	200 -21	-10%	-$1.35K	﹤0.01%	451
2021 Q4	$15K	Buy	221 +21	+11%	+$1.36K	﹤0.01%	454
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	446
2021 Q2	$12K	Buy	+200	New	+$12.5K	﹤0.01%	451
2020 Q3	–	Sell	-20	Closed	-$1K	–	736
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	732
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	615
2019 Q4	$1K	Buy	+20	New	+$1.27K	﹤0.01%	652

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return