Eagle Bay Advisors’s Evergy EVRG Stock Holding History

Eagle Bay Advisors’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
2025 Q1	–	Sell	-40	Closed	-$2.46K	–	395
2024 Q4	$2.46K	Sell	40 -34	-46%	-$2.1K	﹤0.01%	832
2024 Q3	$4.59K	Hold	74	–	–	﹤0.01%	1035
2024 Q2	$3.92K	Buy	74 +10	+16%	+$532	﹤0.01%	769
2024 Q1	$3.42K	Hold	64	–	–	﹤0.01%	807
2023 Q4	$3.34K	Sell	64 -25	-28%	-$1.26K	﹤0.01%	691
2023 Q3	$4.51K	Hold	89	–	–	﹤0.01%	685
2023 Q2	$5.2K	Sell	89 -15	-14%	-$906	﹤0.01%	664
2023 Q1	$6.36K	Sell	104 -17	-14%	-$1.03K	﹤0.01%	642
2022 Q4	$7.62K	Sell	121 -8	-6%	-$480	﹤0.01%	639
2022 Q3	$8K	Buy	129 +14	+12%	+$942	0.01%	621
2022 Q2	$7.5K	Buy	+115	New	+$7.8K	﹤0.01%	688
2022 Q1	–	Sell	-207	Closed	-$14K	–	516
2021 Q4	$14K	Sell	207 -775	-79%	-$50.4K	0.01%	635
2021 Q3	$62K	Buy	982 +96	+11%	+$6.29K	0.04%	348
2021 Q2	$56K	Buy	+886	New	+$55.4K	0.05%	303

Other funds holding EVRG

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

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return