Midwest Financial Group’s Evergy EVRG Stock Holding History

Midwest Financial 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	$208K	Buy	+2,536	New	+$200K	0.09%	122
2025 Q2	–	Sell	-3,803	Closed	-$262K	–	116
2025 Q1	$262K	Sell	3,803 -5,306	-58%	-$347K	0.15%	91
2024 Q4	$561K	Sell	9,109 -186	-2%	-$11.5K	0.32%	62
2024 Q3	$576K	Sell	9,295 -1,260	-12%	-$73.3K	0.34%	62
2024 Q2	$559K	Sell	10,555 -238	-2%	-$12.7K	0.36%	64
2024 Q1	$576K	Sell	10,793 -797	-7%	-$40.7K	0.39%	64
2023 Q4	$605K	Sell	11,590 -665	-5%	-$33.5K	0.45%	59
2023 Q3	$621K	Buy	12,255 +32	+0.3%	+$1.82K	0.53%	56
2023 Q2	$714K	Sell	12,223 -78	-0.6%	-$4.71K	0.61%	50
2023 Q1	$752K	Buy	+12,301	New	+$748K	0.69%	43

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