FORA Capital’s Evergy EVRG Stock Holding History

FORA Capital’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
2024 Q2	–	Sell	-10,830	Closed	-$578K	–	421
2024 Q1	$578K	Sell	10,830 -43,657	-80%	-$2.23M	0.05%	305
2023 Q4	$2.84M	Buy	54,487 +35,601	+189%	+$1.79M	0.24%	117
2023 Q3	$958K	Buy	+18,886	New	+$1.07M	0.08%	253
2023 Q2	–	Sell	-21,946	Closed	-$1.34M	–	436
2023 Q1	$1.34M	Buy	21,946 +17,840	+434%	+$1.09M	0.13%	210
2022 Q4	$258K	Sell	4,106 -1,645	-29%	-$98.8K	0.04%	400
2022 Q3	$342K	Buy	+5,751	New	+$387K	0.07%	312
2021 Q4	–	Sell	-4,149	Closed	-$258K	–	363
2021 Q3	$258K	Buy	+4,149	New	+$272K	0.07%	302
2020 Q4	–	Sell	-3,435	Closed	-$175K	–	981
2020 Q3	$175K	Sell	3,435 -1,522	-31%	-$85.1K	0.11%	195
2020 Q2	$294K	Sell	4,957 -887	-15%	-$52.5K	0.1%	261
2020 Q1	$322K	Sell	5,844 -36,680	-86%	-$2.41M	0.07%	326
2019 Q4	$2.77M	Buy	+42,524	New	+$2.71M	0.28%	78

Other funds holding EVRG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return