Mather Group’s Evergy EVRG Stock Holding History

Mather Group’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	$353K	Buy	4,306 +60	+1%	+$4.74K	﹤0.01%	574
2025 Q4	$308K	Hold	4,246	–	–	﹤0.01%	520
2025 Q3	$323K	Sell	4,246 -302	-7%	-$21.5K	﹤0.01%	497
2025 Q2	$313K	Buy	4,548 +401	+10%	+$26.9K	﹤0.01%	486
2025 Q1	$286K	Buy	4,147 +916	+28%	+$59.9K	﹤0.01%	500
2024 Q4	$199K	Buy	3,231 +173	+6%	+$10.7K	﹤0.01%	564
2024 Q3	$190K	Sell	3,058 -397	-11%	-$23.1K	﹤0.01%	594
2024 Q2	$184K	Buy	3,455 +122	+4%	+$6.49K	﹤0.01%	636
2024 Q1	$174K	Buy	+3,333	New	+$170K	﹤0.01%	558
2023 Q2	–	Sell	-3,870	Closed	-$237K	–	633
2023 Q1	$237K	Sell	3,870 -46	-1%	-$2.8K	﹤0.01%	453
2022 Q4	$246K	Buy	3,916 +247	+7%	+$14.8K	﹤0.01%	423
2022 Q3	$218K	Hold	3,669	–	–	﹤0.01%	435
2022 Q2	$239K	Buy	3,669 +99	+3%	+$6.71K	0.01%	340
2022 Q1	$244K	Buy	+3,570	New	+$230K	﹤0.01%	384

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