Hantz Financial Services’s Evergy EVRG Stock Holding History

Hantz Financial Services’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	$108K	Buy	1,322 +184	+16%	+$14.5K	﹤0.01%	1260
2025 Q4	$83K	Buy	1,138 +195	+21%	+$14.8K	﹤0.01%	1224
2025 Q3	$72K	Buy	943 +94	+11%	+$6.7K	﹤0.01%	1096
2025 Q2	$59K	Buy	849 +167	+24%	+$11.2K	﹤0.01%	918
2025 Q1	$47K	Sell	682 -9	-1%	-$589	﹤0.01%	712
2024 Q4	$43K	Hold	691	–	–	﹤0.01%	675
2024 Q3	$43K	Sell	691 -86	-11%	-$5K	﹤0.01%	677
2024 Q2	$41K	Sell	777 -385	-33%	-$20.5K	﹤0.01%	677
2024 Q1	$62K	Sell	1,162 -59,254	-98%	-$3.03M	﹤0.01%	644
2023 Q4	$3.15M	Sell	60,416 -4,413	-7%	-$222K	0.07%	277
2023 Q3	$3.29M	Buy	64,829 +1,204	+2%	+$68.4K	0.08%	245
2023 Q2	$3.72M	Buy	63,625 +804	+1%	+$48.6K	0.09%	229
2023 Q1	$3.84M	Buy	62,821 +1,568	+3%	+$95.4K	0.1%	217
2022 Q4	$3.85M	Buy	61,253 +3,003	+5%	+$180K	0.12%	205
2022 Q3	$3.46M	Buy	58,250 +2,121	+4%	+$143K	0.12%	206
2022 Q2	$3.66M	Buy	56,129 +3,525	+7%	+$239K	0.12%	201
2022 Q1	$3.6M	Buy	52,604 +4,590	+10%	+$296K	0.11%	215
2021 Q4	$3.29M	Buy	+48,014	New	+$3.12M	0.09%	215

Other funds holding EVRG

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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