MAI Capital Management’s Evergy EVRG Stock Holding History

MAI Capital Management’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	$191K	Buy	2,328 +684	+42%	+$54.1K	﹤0.01%	1486
2025 Q4	$119K	Buy	1,644 +717	+77%	+$54.4K	﹤0.01%	1553
2025 Q3	$70.5K	Buy	927 +127	+16%	+$9.05K	﹤0.01%	1745
2025 Q2	$55.2K	Buy	800 +231	+41%	+$15.5K	﹤0.01%	1800
2025 Q1	$39.3K	Sell	569 -589	-51%	-$38.5K	﹤0.01%	1866
2024 Q4	$71.3K	Buy	+1,158	New	+$71.6K	﹤0.01%	1590
2022 Q2	–	Sell	-2,977	Closed	-$203K	–	926
2022 Q1	$203K	Sell	2,977 -352	-11%	-$22.7K	﹤0.01%	825
2021 Q4	$228K	Buy	+3,329	New	+$216K	﹤0.01%	788
2020 Q3	–	Sell	-3,787	Closed	-$225K	–	602
2020 Q2	$225K	Sell	3,787 -1,015	-21%	-$60.1K	0.01%	495
2020 Q1	$264K	Buy	4,802 +19	+0.4%	+$1.25K	0.01%	453
2019 Q4	$311K	Sell	4,783 -728	-13%	-$46.4K	0.01%	456
2019 Q3	$367K	Sell	5,511 -780	-12%	-$49.3K	0.02%	393
2019 Q2	$378K	Sell	6,291 -215	-3%	-$12.6K	0.02%	385
2019 Q1	$378K	Sell	6,506 -684	-10%	-$38.9K	0.02%	328
2018 Q4	$408K	Sell	7,190 -389	-5%	-$22.5K	0.02%	313
2018 Q3	$416K	Sell	7,579 -150	-2%	-$8.48K	0.02%	310
2018 Q2	$434K	Buy	+7,729	New	+$414K	0.02%	307

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