Harbour Investments’s Evergy EVRG Stock Holding History

Harbour Investments’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	$588K	Buy	7,182 +5,719	+391%	+$452K	0.01%	981
2025 Q4	$106K	Sell	1,463 -74	-5%	-$5.61K	﹤0.01%	1604
2025 Q3	$117K	Buy	1,537 +144	+10%	+$10.3K	﹤0.01%	1515
2025 Q2	$96K	Buy	1,393 +30	+2%	+$2.02K	﹤0.01%	1526
2025 Q1	$94K	Sell	1,363 -106	-7%	-$6.94K	﹤0.01%	1463
2024 Q4	$90.4K	Sell	1,469 -87	-6%	-$5.38K	﹤0.01%	1414
2024 Q3	$96.5K	Buy	1,556 +63	+4%	+$3.67K	﹤0.01%	1337
2024 Q2	$79.1K	Buy	1,493 +236	+19%	+$12.6K	﹤0.01%	1338
2024 Q1	$67.1K	Sell	1,257 -10	-0.8%	-$511	﹤0.01%	1389
2023 Q4	$66.1K	Buy	1,267 +335	+36%	+$16.9K	﹤0.01%	1317
2023 Q3	$47.3K	Sell	932 -67	-7%	-$3.8K	﹤0.01%	1376
2023 Q2	$58.3K	Buy	999 +68	+7%	+$4.11K	﹤0.01%	1289
2023 Q1	$56.9K	Buy	931 +23	+3%	+$1.4K	﹤0.01%	1295
2022 Q4	$57.2K	Buy	908 +437	+93%	+$26.2K	﹤0.01%	1241
2022 Q3	$31K	Hold	471	–	–	﹤0.01%	1459
2022 Q2	$31K	Buy	+471	New	+$31.9K	﹤0.01%	1459
2021 Q4	$32K	Sell	461 -3,751	-89%	-$244K	﹤0.01%	1452
2021 Q3	$262K	Sell	4,212 -3,021	-42%	-$198K	0.01%	890
2021 Q2	$437K	Buy	7,233 +1,315	+22%	+$82.3K	0.01%	731
2021 Q1	$352K	Buy	+5,918	New	+$328K	0.01%	735

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