CVA Family Office’s Evergy EVRG Stock Holding History

CVA Family Office’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	$81.2K	Buy	991 +166	+20%	+$13.1K	0.01%	497
2025 Q4	$59.8K	Sell	825 -50	-6%	-$3.79K	0.01%	527
2025 Q3	$66.5K	Buy	875 +62	+8%	+$4.42K	0.01%	497
2025 Q2	$56K	Sell	813 -95	-10%	-$6.38K	0.01%	526
2025 Q1	$62.6K	Sell	908 -42	-4%	-$2.75K	0.01%	481
2024 Q4	$58.5K	Buy	950 +233	+32%	+$14.4K	0.01%	491
2024 Q3	$44.5K	Buy	717 +75	+12%	+$4.36K	0.01%	530
2024 Q2	$34K	Buy	642 +97	+18%	+$5.16K	0.01%	561
2024 Q1	$29.1K	Sell	545 -15	-3%	-$766	0.01%	581
2023 Q4	$29.2K	Buy	+560	New	+$28.2K	0.01%	561
2023 Q1	–	Sell	-30	Closed	-$1.89K	–	987
2022 Q4	$1.89K	Sell	30 -400	-93%	-$24K	﹤0.01%	831
2022 Q3	$26K	Sell	430 -35	-8%	-$2.35K	0.01%	481
2022 Q2	$30K	Hold	465	–	–	0.01%	464
2022 Q1	$32K	Buy	+465	New	+$30K	0.01%	479

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