Ostrum Asset Management’s Evergy EVRG Stock Holding History

Ostrum Asset 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	$92.2K	Buy	1,126 +16	+1%	+$1.26K	0.01%	549
2025 Q4	$80.5K	Sell	1,110 -369	-25%	-$28K	﹤0.01%	543
2025 Q3	$112K	Sell	1,479 -46	-3%	-$3.28K	0.01%	538
2025 Q2	$105K	Sell	1,525 -44	-3%	-$2.96K	﹤0.01%	540
2025 Q1	$108K	Sell	1,569 -40	-2%	-$2.62K	0.01%	566
2024 Q4	$99K	Sell	1,609 -68	-4%	-$4.21K	0.01%	589
2024 Q3	$104K	Buy	1,677 +21	+1%	+$1.22K	0.01%	565
2024 Q2	$87.7K	Sell	1,656 -130	-7%	-$6.92K	0.01%	602
2024 Q1	$95.3K	Hold	1,786	–	–	0.01%	605
2023 Q4	$93.2K	Buy	1,786 +8	+0.4%	+$403	0.01%	592
2023 Q3	$90.1K	Sell	1,778 -13	-0.7%	-$738	0.01%	631
2023 Q2	$105K	Buy	1,791 +1	+0.1%	+$60	0.01%	593
2023 Q1	$109K	Buy	+1,790	New	+$109K	0.01%	583

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