Equitable Holdings’s Evergy EVRG Stock Holding History

Equitable Holdings’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	$417K	Buy	5,640 +976	+21%	+$77.1K	﹤0.01%	1328
2025 Q4	$338K	Buy	4,664 +106	+2%	+$8.04K	﹤0.01%	1258
2025 Q3	$346K	Sell	4,558 -171	-4%	-$12.2K	﹤0.01%	1206
2025 Q2	$326K	Sell	4,729 -216	-4%	-$14.5K	﹤0.01%	1165
2025 Q1	$341K	Sell	4,945 -525	-10%	-$34.4K	﹤0.01%	1048
2024 Q4	$337K	Sell	5,470 -782	-13%	-$48.4K	﹤0.01%	1005
2024 Q3	$388K	Buy	6,252 +299	+5%	+$17.4K	﹤0.01%	944
2024 Q2	$315K	Sell	5,953 -508	-8%	-$27K	﹤0.01%	977
2024 Q1	$345K	Sell	6,461 -205	-3%	-$10.5K	﹤0.01%	917
2023 Q4	$348K	Sell	6,666 -879	-12%	-$44.2K	﹤0.01%	890
2023 Q3	$383K	Sell	7,545 -876	-10%	-$49.7K	0.01%	805
2023 Q2	$492K	Buy	8,421 +133	+2%	+$8.03K	0.01%	707
2023 Q1	$507K	Buy	8,288 +4,499	+119%	+$274K	0.01%	644
2022 Q4	$238K	Buy	+3,789	New	+$228K	﹤0.01%	798
2022 Q1	–	Sell	-3,949	Closed	-$271K	–	882
2021 Q4	$271K	Buy	+3,949	New	+$257K	﹤0.01%	739

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