Energy Income Partners’s Evergy EVRG Stock Holding History

Energy Income 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	$101M	Buy	1,237,749 +15,195	+1%	+$1.2M	1.63%	18
2025 Q4	$88.6M	Buy	1,222,554 +123,318	+11%	+$9.36M	1.61%	18
2025 Q3	$83.6M	Buy	1,099,236 +13,982	+1%	+$997K	1.61%	19
2025 Q2	$74.8M	Buy	1,085,254 +281,099	+35%	+$18.9M	1.47%	21
2025 Q1	$55.4M	Buy	804,155 +35,614	+5%	+$2.33M	1.06%	32
2024 Q4	$47.3M	Sell	768,541 -137,504	-15%	-$8.5M	0.97%	33
2024 Q3	$56.2M	Sell	906,045 -109,543	-11%	-$6.37M	1.2%	26
2024 Q2	$53.8M	Sell	1,015,588 -91,855	-8%	-$4.89M	1.2%	29
2024 Q1	$59.1M	Buy	1,107,443 +108,367	+11%	+$5.54M	1.21%	26
2023 Q4	$52.2M	Buy	999,076 +594,642	+147%	+$29.9M	1.12%	31
2023 Q3	$20.5M	Buy	404,434 +8,999	+2%	+$511K	0.47%	45
2023 Q2	$23.1M	Buy	395,435 +33,337	+9%	+$2.01M	0.49%	43
2023 Q1	$22.1M	Sell	362,098 -26,914	-7%	-$1.64M	0.49%	43
2022 Q4	$24.5M	Buy	+389,012	New	+$23.4M	0.55%	45

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