Financial Avengers’s Evergy EVRG Stock Holding History

Financial Avengers’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 Q3	–	Sell	-429	Closed	-$29.6K	–	141
2025 Q2	$29.6K	Buy	429 +4	+0.9%	+$269	0.01%	76
2025 Q1	$29.3K	Buy	425 +5	+1%	+$327	0.01%	75
2024 Q4	$25.9K	Buy	420 +4	+1%	+$247	0.01%	86
2024 Q3	$25.8K	Buy	416 +4	+1%	+$233	0.01%	92
2024 Q2	$21.8K	Buy	412 +5	+1%	+$266	0.01%	89
2024 Q1	$21.4K	Sell	407 -129	-24%	-$6.59K	0.01%	85
2023 Q4	$28K	Buy	536 +7	+1%	+$352	0.02%	81
2023 Q3	$26.8K	Buy	529 +5	+1%	+$284	0.02%	82
2023 Q2	$30.6K	Buy	524 +6	+1%	+$362	0.02%	73
2023 Q1	$31.7K	Buy	518 +5	+1%	+$304	0.02%	71
2022 Q4	$32.3K	Buy	513 +5	+1%	+$300	0.03%	68
2022 Q3	$30K	Buy	508 +5	+1%	+$336	0.02%	64
2022 Q2	$33K	Buy	503 +4	+0.8%	+$271	0.03%	65
2022 Q1	$34K	Buy	499 +5	+1%	+$323	0.02%	76
2021 Q4	$34K	Buy	494 +4	+0.8%	+$260	0.02%	78
2021 Q3	$30K	Buy	490 +4	+0.8%	+$262	0.02%	78
2021 Q2	$29K	Buy	486 +4	+0.8%	+$250	0.02%	82
2021 Q1	$29K	Buy	482 +4	+0.8%	+$221	0.02%	81
2020 Q4	$27K	Buy	+478	New	+$26.2K	0.02%	78

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return