Dividend Assets Capital’s Evergy EVRG Stock Holding History

Dividend Assets Capital’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	-400	Closed	-$21K	–	217
2023 Q4	$21K	Hold	400	–	–	﹤0.01%	323
2023 Q3	$20K	Sell	400 -36	-8%	-$2.04K	﹤0.01%	335
2023 Q2	$25K	Hold	436	–	–	0.01%	324
2023 Q1	$27K	Hold	436	–	–	0.01%	345
2022 Q4	$27K	Hold	436	–	–	0.01%	345
2022 Q3	$26K	Sell	436 -109	-20%	-$7.33K	0.01%	343
2022 Q2	$36K	Hold	545	–	–	0.01%	322
2022 Q1	$37K	Sell	545 -72	-12%	-$4.64K	0.01%	321
2021 Q4	$42K	Sell	617 -300	-33%	-$19.5K	0.01%	310
2021 Q3	$57K	Hold	917	–	–	0.01%	286
2021 Q2	$55K	Hold	917	–	–	0.01%	295
2021 Q1	$55K	Hold	917	–	–	0.01%	284
2020 Q4	$51K	Buy	+917	New	+$50.3K	0.01%	290

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