HUB Investment Partners’s Evergy EVRG Stock Holding History

HUB Investment Partners’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	$4.94M	Sell	60,333 -9,638	-14%	-$762K	0.12%	157
2025 Q4	$5.07M	Sell	69,971 -1,158	-2%	-$87.8K	0.14%	132
2025 Q3	$5.41M	Buy	71,129 +174	+0.2%	+$12.4K	0.2%	116
2025 Q2	$4.89M	Sell	70,955 -1,236	-2%	-$83.1K	0.17%	116
2025 Q1	$4.98M	Buy	72,191 +497	+0.7%	+$32.5K	0.2%	108
2024 Q4	$4.41M	Sell	71,694 -1,572	-2%	-$97.2K	0.19%	112
2024 Q3	$4.54M	Sell	73,266 -4,729	-6%	-$275K	0.2%	110
2024 Q2	$4.13M	Sell	77,995 -10,402	-12%	-$553K	0.2%	113
2024 Q1	$4.72M	Buy	88,397 +256	+0.3%	+$13.1K	0.26%	106
2023 Q4	$4.6M	Buy	+88,141	New	+$4.44M	0.32%	87

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