NAAA
EVRG icon

New Age Alpha Advisors’s Evergy EVRG Stock Holding History

New Age Alpha Advisors’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 		$7.35M Buy
89,775
+4,714
+6% +$373K 0.34% 64
2025
Q4 		$6.17M Sell
85,061
-6,530
-7% -$495K 0.27% 92
2025
Q3 		$6.96M Sell
91,591
-1,900
-2% -$135K 0.29% 79
2025
Q2 		$6.44M Sell
93,491
-14,640
-14% -$984K 0.28% 85
2025
Q1 		$7.46M Buy
108,131
+46,490
+75% +$3.04M 0.33% 68
2024
Q4 		$3.79M Buy
61,641
+61,376
+23,161% +$3.8M 0.15% 190
2024
Q3 		$16.4K Buy
+265
New +$15.4K 0.01% 131

Other funds holding EVRG

BlackRock
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