Howe & Rusling’s Evergy EVRG Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-14	Closed	-$1K	–	558
2022 Q3	$1K	Buy	+14	New	+$942	﹤0.01%	955
2020 Q4	–	Sell	-23	Closed	-$1K	–	954
2020 Q3	$1K	Sell	23 -12	-34%	-$671	﹤0.01%	768
2020 Q2	$2K	Buy	35 +6	+21%	+$355	﹤0.01%	665
2020 Q1	$2K	Sell	29 -1	-3%	-$66	﹤0.01%	631
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	669
2019 Q3	$2K	Buy	30 +4	+15%	+$253	﹤0.01%	675
2019 Q2	$2K	Sell	26 -1	-4%	-$59	﹤0.01%	659
2019 Q1	$2K	Sell	27 -5	-16%	-$285	﹤0.01%	665
2018 Q4	$2K	Sell	32 -3	-9%	-$173	﹤0.01%	661
2018 Q3	$2K	Buy	35 +7	+25%	+$396	﹤0.01%	709
2018 Q2	$2K	Buy	+28	New	+$1.5K	﹤0.01%	667

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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