Hancock Whitney’s Evergy EVRG Stock Holding History

Hancock Whitney’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
2023 Q4	–	Sell	-11,438	Closed	-$580K	–	636
2023 Q3	$580K	Sell	11,438 -618	-5%	-$35.1K	0.02%	395
2023 Q2	$705K	Sell	12,056 -828	-6%	-$50K	0.03%	369
2023 Q1	$788K	Sell	12,884 -2,917	-18%	-$177K	0.03%	341
2022 Q4	$994K	Sell	15,801 -1,606	-9%	-$96.5K	0.04%	305
2022 Q3	$1.03M	Sell	17,407 -1,098	-6%	-$73.9K	0.04%	302
2022 Q2	$1.21M	Sell	18,505 -564	-3%	-$38.3K	0.05%	288
2022 Q1	$1.3M	Sell	19,069 -374	-2%	-$24.1K	0.04%	304
2021 Q4	$1.33M	Sell	19,443 -288	-1%	-$18.7K	0.04%	300
2021 Q3	$1.23M	Sell	19,731 -418	-2%	-$27.4K	0.04%	299
2021 Q2	$1.22M	Sell	20,149 -1,287	-6%	-$80.5K	0.04%	370
2021 Q1	$1.28M	Buy	21,436 +2,269	+12%	+$126K	0.04%	366
2020 Q4	$1.06M	Sell	19,167 -10,252	-35%	-$563K	0.04%	378
2020 Q3	$1.5M	Sell	29,419 -3,911	-12%	-$219K	0.06%	284
2020 Q2	$1.98M	Sell	33,330 -58,440	-64%	-$3.46M	0.08%	221
2020 Q1	$5.05M	Sell	91,770 -13,197	-13%	-$867K	0.2%	131
2019 Q4	$6.83M	Buy	+104,967	New	+$6.69M	0.22%	128

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return