EWM
EVRG icon

Evermay Wealth Management’s Evergy EVRG Stock Holding History

Evermay Wealth Management’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 		$18K Hold
220
– – ﹤0.01% 403
2025
Q4 		$15.9K Hold
220
– – ﹤0.01% 406
2025
Q3 		$16.7K Hold
220
– – ﹤0.01% 403
2025
Q2 		$15.2K Hold
220
– – ﹤0.01% 410
2025
Q1 		$15.2K Hold
220
– – ﹤0.01% 408
2024
Q4 		$13.5K Hold
220
– – ﹤0.01% 409
2024
Q3 		$13.6K Hold
220
– – ﹤0.01% 432
2024
Q2 		$11.7K Hold
220
– – ﹤0.01% 440
2024
Q1 		$11.7K Hold
220
– – ﹤0.01% 452
2023
Q4 		$11.5K Hold
220
– – ﹤0.01% 439
2023
Q3 		$11.2K Hold
220
– – ﹤0.01% 416
2023
Q2 		$12.9K Sell
220
-10
-4% -$604 ﹤0.01% 404
2023
Q1 		$14.1K Hold
230
– – ﹤0.01% 384
2022
Q4 		$14.5K Hold
230
– – ﹤0.01% 386
2022
Q3 		$14K Hold
230
– – ﹤0.01% 366
2022
Q2 		$15K Hold
230
– – ﹤0.01% 360
2022
Q1 		$16K Hold
230
– – ﹤0.01% 379
2021
Q4 		$16K Hold
230
– – ﹤0.01% 370
2021
Q3 		$14K Hold
230
– – ﹤0.01% 360
2021
Q2 		$14K Buy
+230
New +$14.4K ﹤0.01% 379

Other funds holding EVRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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