HRT Financial’s Evergy EVRG Stock Holding History

HRT Financial’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	$20.2M	Buy	246,820 +43,517	+21%	+$3.44M	0.08%	336
2025 Q4	$14.7M	Buy	+203,303	New	+$15.4M	0.06%	310
2024 Q3	–	Sell	-63,441	Closed	-$3.36M	–	2650
2024 Q2	$3.36M	Sell	63,441 -26,311	-29%	-$1.4M	0.02%	529
2024 Q1	$4.79M	Sell	89,752 -131,963	-60%	-$6.74M	0.03%	271
2023 Q4	$11.6M	Buy	221,715 +202,202	+1,036%	+$10.2M	0.09%	133
2023 Q3	$989K	Sell	19,513 -129,639	-87%	-$7.36M	0.01%	983
2023 Q2	$8.71M	Buy	+149,152	New	+$9.01M	0.08%	169
2021 Q4	–	Sell	-12,872	Closed	-$800K	–	3436
2021 Q3	$800K	Buy	+12,872	New	+$844K	0.01%	1503
2020 Q3	–	Sell	-7,048	Closed	-$417K	–	2036
2020 Q2	$417K	Sell	7,048 -9,589	-58%	-$568K	0.01%	853
2020 Q1	$915K	Sell	16,637 -12,872	-44%	-$846K	0.07%	268
2019 Q4	$1.92M	Buy	29,509 +23,750	+412%	+$1.51M	0.09%	190
2019 Q3	$383K	Sell	5,759 -57,103	-91%	-$3.61M	0.02%	808
2019 Q2	$3.78M	Buy	+62,862	New	+$3.68M	0.25%	100
2019 Q1	–	Sell	-41,335	Closed	-$2.35M	–	597
2018 Q4	$2.35M	Buy	+41,335	New	+$2.39M	0.36%	54

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