Hartford Financial Management’s Evergy EVRG Stock Holding History

Hartford Financial Management’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 Q1	–	Sell	-44	Closed	-$2.77K	–	380
2022 Q4	$2.77K	Hold	44	–	–	﹤0.01%	331
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	334
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	337
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	351
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	336
2021 Q3	$3K	Hold	44	–	–	﹤0.01%	359
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	348
2021 Q1	$3K	Hold	44	–	–	﹤0.01%	362
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	334
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	307
2020 Q2	$3K	Hold	44	–	–	﹤0.01%	313
2020 Q1	$2K	Sell	44 -200	-82%	-$13.1K	﹤0.01%	326
2019 Q4	$16K	Hold	244	–	–	0.01%	269
2019 Q3	$16K	Hold	244	–	–	0.01%	274
2019 Q2	$15K	Hold	244	–	–	0.01%	280
2019 Q1	$14K	Hold	244	–	–	﹤0.01%	287
2018 Q4	$14K	Sell	244 -39	-14%	-$2.25K	0.01%	290
2018 Q3	$16K	Hold	283	–	–	0.01%	291
2018 Q2	$16K	Buy	+283	New	+$15.2K	0.01%	291

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

T. Rowe Price Associates

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return