Corient Private Wealth
EVRG icon

Corient Private Wealth’s Evergy EVRG Stock Holding History

Corient Private Wealth’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 		$5.63M Sell
69,694
-91,148
-57% -$7.2M 0.01% 810
2025
Q4 		$8.69M Buy
160,842
+105,810
+192% +$8.03M 0.01% 824
2025
Q3 		$4.18M Buy
55,032
+5,929
+12% +$423K 0.01% 771
2025
Q2 		$3.38M Buy
49,103
+90
+0.2% +$6.05K ﹤0.01% 833
2025
Q1 		$3.38M Buy
49,013
+4,098
+9% +$268K 0.01% 804
2024
Q4 		$2.76M Buy
44,915
+1,131
+3% +$69.9K ﹤0.01% 883
2024
Q3 		$2.72M Buy
43,784
+880
+2% +$51.2K ﹤0.01% 963
2024
Q2 		$2.27M Sell
42,904
-3,505
-8% -$186K ﹤0.01% 972
2024
Q1 		$2.48M Buy
46,409
+10,607
+30% +$542K ﹤0.01% 935
2023
Q4 		$1.87M Buy
35,802
+1,408
+4% +$70.9K ﹤0.01% 1036
2023
Q3 		$1.74M Sell
34,394
-1,498
-4% -$85K ﹤0.01% 964
2023
Q2 		$2.1M Buy
35,892
+207
+0.6% +$12.5K ﹤0.01% 880
2023
Q1 		$2.18M Buy
35,685
+7,130
+25% +$434K 0.01% 816
2022
Q4 		$1.8M Buy
+28,555
New +$1.71M 0.01% 737

Other funds holding EVRG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
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