GPS Wealth Strategies Group’s Evergy EVRG Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-1,558	Closed	-$118K	–	881
2025 Q3	$118K	Sell	1,558 -119	-7%	-$8.48K	0.01%	453
2025 Q2	$116K	Sell	1,677 -105	-6%	-$7.06K	0.01%	436
2025 Q1	$123K	Buy	1,782 +66	+4%	+$4.32K	0.02%	404
2024 Q4	$106K	Sell	1,716 -5	-0.3%	-$309	0.01%	416
2024 Q3	$107K	Buy	1,721 +16	+0.9%	+$931	0.01%	419
2024 Q2	$90.3K	Buy	1,705 +187	+12%	+$9.95K	0.01%	410
2024 Q1	$81K	Hold	1,518	–	–	0.01%	419
2023 Q4	$79.3K	Hold	1,518	–	–	0.01%	399
2023 Q3	$77K	Buy	1,518 +130	+9%	+$7.38K	0.01%	400
2023 Q2	$81.1K	Hold	1,388	–	–	0.02%	400
2023 Q1	$84.8K	Buy	+1,388	New	+$84.4K	0.02%	386
2022 Q4	–	Sell	-1,388	Closed	-$82K	–	430
2022 Q3	$82K	Hold	1,388	–	–	0.02%	342
2022 Q2	$91K	Hold	1,388	–	–	0.02%	335
2022 Q1	$95K	Hold	1,388	–	–	0.02%	320
2021 Q4	$95K	Sell	1,388 -75	-5%	-$4.88K	0.02%	304
2021 Q3	$91K	Buy	1,463 +25	+2%	+$1.64K	0.02%	299
2021 Q2	$87K	Hold	1,438	–	–	0.02%	319
2021 Q1	$85K	Buy	+1,438	New	+$79.6K	0.03%	298

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