Covestor’s Evergy EVRG Stock Holding History

Covestor’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	$20K	Sell	249 -74	-23%	-$5.85K	0.01%	1108
2025 Q4	$24K	Sell	323 -46	-12%	-$3.49K	0.01%	1201
2025 Q3	$28K	Sell	369 -30	-8%	-$2.14K	0.02%	1151
2025 Q2	$27K	Buy	399 +8	+2%	+$538	0.02%	1131
2025 Q1	$27K	Buy	391 +186	+91%	+$12.2K	0.02%	1080
2024 Q4	$13K	Buy	205 +8	+4%	+$495	0.01%	1381
2024 Q3	$12K	Sell	197 -6	-3%	-$349	0.01%	1429
2024 Q2	$11K	Sell	203 -217	-52%	-$11.5K	0.01%	1461
2024 Q1	$22K	Sell	420 -31	-7%	-$1.58K	0.01%	1184
2023 Q4	$24K	Buy	451 +15	+3%	+$755	0.02%	1123
2023 Q3	$22K	Buy	436 +102	+31%	+$5.79K	0.02%	1077
2023 Q2	$20K	Buy	334 +116	+53%	+$7.01K	0.02%	1131
2023 Q1	$13K	Buy	218 +4	+2%	+$243	0.01%	1180
2022 Q4	$14K	Buy	214 +4	+2%	+$240	0.01%	1162
2022 Q3	$13K	Sell	210 -2,392	-92%	-$161K	0.01%	1150
2022 Q2	$170K	Buy	2,602 +223	+9%	+$15.1K	0.14%	155
2022 Q1	$163K	Buy	2,379 +1,391	+141%	+$89.7K	0.11%	234
2021 Q4	$68K	Buy	+988	New	+$64.2K	0.1%	354

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