Optimum Investment Advisors’s Evergy EVRG Stock Holding History

Optimum Investment 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
2021 Q4	–	Sell	-247	Closed	-$15K	–	842
2021 Q3	$15K	Sell	247 -35	-12%	-$2.29K	0.01%	628
2021 Q2	$17K	Hold	282	–	–	0.01%	681
2021 Q1	$17K	Hold	282	–	–	0.01%	693
2020 Q4	$16K	Hold	282	–	–	﹤0.01%	657
2020 Q3	$14K	Hold	282	–	–	﹤0.01%	648
2020 Q2	$17K	Hold	282	–	–	0.01%	627
2020 Q1	$16K	Hold	282	–	–	0.01%	616
2019 Q4	$18K	Hold	282	–	–	0.01%	689
2019 Q3	$19K	Hold	282	–	–	0.01%	685
2019 Q2	$17K	Hold	282	–	–	0.01%	704
2019 Q1	$16K	Hold	282	–	–	0.01%	726
2018 Q4	$16K	Hold	282	–	–	0.01%	684
2018 Q3	$15K	Hold	282	–	–	﹤0.01%	783
2018 Q2	$16K	Buy	+282	New	+$15.1K	﹤0.01%	775

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return