Moisand Fitzgerald Tamayo’s Evergy EVRG Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$46.2K	Hold	534	–	–	﹤0.01%	214
2026 Q1	$43.7K	Hold	534	–	–	﹤0.01%	208
2025 Q4	$38.7K	Hold	534	–	–	﹤0.01%	223
2025 Q3	$40.6K	Hold	534	–	–	﹤0.01%	220
2025 Q2	$36.8K	Hold	534	–	–	﹤0.01%	226
2025 Q1	$36.8K	Hold	534	–	–	0.01%	218
2024 Q4	$32.9K	Hold	534	–	–	﹤0.01%	230
2024 Q3	$33.1K	Hold	534	–	–	﹤0.01%	231
2024 Q2	$28.3K	Hold	534	–	–	﹤0.01%	217
2024 Q1	$28.5K	Hold	534	–	–	﹤0.01%	212
2023 Q4	$27.9K	Hold	534	–	–	﹤0.01%	227
2023 Q3	$27.1K	Hold	534	–	–	0.01%	229
2023 Q2	$31.2K	Buy	+534	New	+$32.3K	0.01%	213

Other funds holding EVRG

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return