MV Capital Management’s Evergy EVRG Stock Holding History

MV Capital Management’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	$58.5K	Sell	714 -1	-0.1%	-$79	0.01%	303
2025 Q4	$51.8K	Buy	715 +2	+0.3%	+$152	0.01%	307
2025 Q3	$54.2K	Hold	713	–	–	0.01%	304
2025 Q2	$49.1K	Sell	713 -12	-2%	-$806	0.01%	301
2025 Q1	$50K	Hold	725	–	–	0.01%	303
2024 Q4	$44.6K	Sell	725 -11	-1%	-$680	﹤0.01%	306
2024 Q3	$45.6K	Buy	736 +12	+2%	+$698	﹤0.01%	313
2024 Q2	$38.4K	Sell	724 -2	-0.3%	-$106	﹤0.01%	321
2024 Q1	$38.8K	Sell	726 -14	-2%	-$715	﹤0.01%	325
2023 Q4	$38.6K	Buy	740 +718	+3,264%	+$36.1K	﹤0.01%	329
2023 Q3	$1.12K	Sell	22 -12	-35%	-$681	﹤0.01%	649
2023 Q2	$1.99K	Buy	34 +6	+21%	+$362	﹤0.01%	637
2023 Q1	$1.71K	Buy	28 +6	+27%	+$365	﹤0.01%	649
2022 Q4	$1.38K	Sell	22 -31	-58%	-$1.86K	﹤0.01%	631
2022 Q3	$3K	Buy	53 +22	+71%	+$1.48K	﹤0.01%	587
2022 Q2	$2K	Buy	31 +9	+41%	+$610	﹤0.01%	618
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	648
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	655
2021 Q3	$1K	Buy	22 +9	+69%	+$590	﹤0.01%	692
2021 Q2	$1K	Buy	+13	New	+$813	﹤0.01%	660

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