IWC
EVRG icon

Integrated Wealth Concepts’s Evergy EVRG Stock Holding History

Integrated Wealth Concepts’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 		$956K Buy
+11,670
New +$922K 0.01% 1145
2025
Q2 		– Sell
-10,016
Closed -$691K – 1927
2025
Q1 		$691K Sell
10,016
-570
-5% -$37.3K 0.01% 1002
2024
Q4 		$652K Buy
10,586
+4,392
+71% +$272K 0.01% 1008
2024
Q3 		$384K Buy
6,194
+88
+1% +$5.12K ﹤0.01% 1204
2024
Q2 		$323K Buy
6,106
+292
+5% +$15.5K ﹤0.01% 1276
2024
Q1 		$310K Sell
5,814
-245
-4% -$12.5K ﹤0.01% 1306
2023
Q4 		$316K Sell
6,059
-1,838
-23% -$92.5K 0.01% 1233
2023
Q3 		$400K Sell
7,897
-492
-6% -$27.9K 0.01% 1081
2023
Q2 		$490K Buy
8,389
+3,122
+59% +$189K 0.01% 988
2023
Q1 		$322K Buy
+5,267
New +$320K 0.01% 1024

Other funds holding EVRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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