Destiny Wealth Partners’s Evergy EVRG Stock Holding History

Destiny Wealth Partners’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	$34.7K	Buy	+423	New	+$33.4K	﹤0.01%	504
2023 Q1	–	Sell	-150	Closed	-$9.44K	–	323
2022 Q4	$9.44K	Sell	150 -4,324	-97%	-$260K	﹤0.01%	489
2022 Q3	$266K	Buy	4,474 +1,111	+33%	+$74.7K	0.06%	157
2022 Q2	$219K	Buy	3,363 +1,897	+129%	+$129K	0.05%	167
2022 Q1	$100K	Buy	1,466 +385	+36%	+$24.8K	0.02%	242
2021 Q4	$74K	Buy	1,081 +211	+24%	+$13.7K	0.01%	263
2021 Q3	$54K	Buy	+870	New	+$57K	0.01%	278
2021 Q2	–	Sell	-36	Closed	-$2K	–	284
2021 Q1	$2K	Buy	+36	New	+$1.99K	﹤0.01%	515

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