Montag & Associates’s Evergy EVRG Stock Holding History

Montag & Associates’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	$81.9K	Hold	1,000	–	–	﹤0.01%	526
2025 Q4	$72.5K	Hold	1,000	–	–	﹤0.01%	548
2025 Q3	$76K	Hold	1,000	–	–	﹤0.01%	521
2025 Q2	$68.9K	Hold	1,000	–	–	﹤0.01%	526
2025 Q1	$69K	Hold	1,000	–	–	﹤0.01%	556
2024 Q4	$61.5K	Hold	1,000	–	–	﹤0.01%	572
2024 Q3	$62K	Hold	1,000	–	–	﹤0.01%	569
2024 Q2	$53K	Hold	1,000	–	–	﹤0.01%	582
2024 Q1	$53.4K	Hold	1,000	–	–	﹤0.01%	584
2023 Q4	$52.2K	Hold	1,000	–	–	﹤0.01%	574
2023 Q3	$50.7K	Hold	1,000	–	–	﹤0.01%	552
2023 Q2	$58.4K	Hold	1,000	–	–	﹤0.01%	538
2023 Q1	$61.1K	Hold	1,000	–	–	﹤0.01%	519
2022 Q4	$62.9K	Hold	1,000	–	–	﹤0.01%	507
2022 Q3	$59K	Hold	1,000	–	–	﹤0.01%	508
2022 Q2	$65K	Hold	1,000	–	–	﹤0.01%	487
2022 Q1	$68K	Hold	1,000	–	–	﹤0.01%	517
2021 Q4	$69K	Hold	1,000	–	–	﹤0.01%	531
2021 Q3	$62K	Hold	1,000	–	–	﹤0.01%	539
2021 Q2	$60K	Hold	1,000	–	–	﹤0.01%	529
2021 Q1	$60K	Hold	1,000	–	–	﹤0.01%	534
2020 Q4	$56K	Buy	+1,000	New	+$54.9K	﹤0.01%	522

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