MFS
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Mirabella Financial Services’s Evergy EVRG Stock Holding History

Mirabella Financial Services’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 		$3.11M Buy
+37,962
New +$3M 0.3% 72
2024
Q3 		– Sell
-7,175
Closed -$380K – 272
2024
Q2 		$380K Buy
+7,175
New +$382K 0.03% 298
2024
Q1 		– Sell
-93,776
Closed -$4.9M – 576
2023
Q4 		$4.9M Buy
93,776
+74,066
+376% +$3.73M 0.7% 45
2023
Q3 		$999K Buy
+19,710
New +$1.12M 0.14% 148
2022
Q3 		– Sell
-57,906
Closed -$3.78M – 405
2022
Q2 		$3.78M Buy
+57,906
New +$3.93M 0.37% 54
2021
Q4 		– Sell
-45,054
Closed -$2.8M – 470
2021
Q3 		$2.8M Buy
+45,054
New +$2.95M 0.37% 75
2021
Q2 		– Sell
-7,792
Closed -$464K – 329
2021
Q1 		$464K Buy
+7,792
New +$431K 0.15% 123

Other funds holding EVRG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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