Jump Financial’s Evergy EVRG Stock Holding History

Jump 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	$1.11M	Buy	+13,496	New	+$1.07M	0.02%	882
2025 Q2	–	Sell	-104,806	Closed	-$7.23M	–	1897
2025 Q1	$7.23M	Buy	104,806 +100,452	+2,307%	+$6.57M	0.11%	253
2024 Q4	$268K	Sell	4,354 -483	-10%	-$29.9K	0.01%	1364
2024 Q3	$300K	Sell	4,837 -9,885	-67%	-$575K	0.01%	1307
2024 Q2	$780K	Sell	14,722 -44,458	-75%	-$2.37M	0.02%	937
2024 Q1	$3.16M	Buy	59,180 +20,033	+51%	+$1.02M	0.09%	272
2023 Q4	$2.04M	Buy	39,147 +4,680	+14%	+$236K	0.07%	370
2023 Q3	$1.75M	Buy	34,467 +15,490	+82%	+$879K	0.07%	429
2023 Q2	$1.11M	Buy	+18,977	New	+$1.15M	0.04%	626
2023 Q1	–	Sell	-7,044	Closed	-$443K	–	1716
2022 Q4	$443K	Sell	7,044 -5,073	-42%	-$305K	0.02%	835
2022 Q3	$720K	Buy	12,117 +3,248	+37%	+$219K	0.03%	748
2022 Q2	$579K	Buy	+8,869	New	+$602K	0.02%	784
2021 Q4	–	Sell	-3,446	Closed	-$214K	–	1480
2021 Q3	$214K	Buy	+3,446	New	+$226K	0.02%	840

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