Cypress Capital Group’s Evergy EVRG Stock Holding History

Cypress Capital Group’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
2024 Q1	–	Sell	-10,509	Closed	-$549K	–	298
2023 Q4	$549K	Buy	10,509 +1,747	+20%	+$87.9K	0.07%	211
2023 Q3	$444K	Sell	8,762 -2	-0%	-$114	0.06%	224
2023 Q2	$512K	Sell	8,764 -169	-2%	-$10.2K	0.07%	216
2023 Q1	$546K	Buy	8,933 +674	+8%	+$41K	0.08%	204
2022 Q4	$520K	Buy	8,259 +3,175	+62%	+$191K	0.08%	208
2022 Q3	$302K	Buy	5,084 +212	+4%	+$14.3K	0.05%	236
2022 Q2	$318K	Sell	4,872 -75	-2%	-$5.09K	0.05%	239
2022 Q1	$346K	Sell	4,947 -2,816	-36%	-$182K	0.04%	246
2021 Q4	$533K	Buy	7,763 +357	+5%	+$23.2K	0.07%	211
2021 Q3	$461K	Sell	7,406 -457	-6%	-$30K	0.06%	215
2021 Q2	$475K	Sell	7,863 -399	-5%	-$25K	0.06%	209
2021 Q1	$492K	Buy	+8,262	New	+$457K	0.07%	209

Other funds holding EVRG

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 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