MHR
EVRG icon

Matthew Hamilton Rosenberg’s Evergy EVRG Stock Holding History

Matthew Hamilton Rosenberg’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
2024
Q2 		– Sell
-666
Closed -$35.1K – 829
2024
Q1 		$35.1K Sell
666
-668
-50% -$34.1K 0.01% 471
2023
Q4 		$69.6K Hold
1,334
– – 0.02% 376
2023
Q3 		$67.6K Hold
1,334
– – 0.02% 357
2023
Q2 		$77.9K Buy
1,334
+2
+0.2% +$121 0.03% 349
2023
Q1 		$81.4K Hold
1,332
– – 0.03% 352
2022
Q4 		$83.8K Sell
1,332
-5
-0.4% -$300 0.03% 348
2022
Q3 		$19K Buy
1,337
+5
+0.4% +$336 0.01% 567
2022
Q2 		$89K Hold
1,332
– – 0.03% 321
2022
Q1 		$91K Buy
+1,332
New +$85.9K 0.03% 326
2020
Q3 		– Sell
-700
Closed -$42K – 529
2020
Q2 		$42K Hold
700
– – 0.03% 327
2020
Q1 		$39K Buy
+700
New +$46K 0.04% 296

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return