Paloma Partners’s Evergy EVRG Stock Holding History

Paloma Partners’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
2024 Q3	–	Sell	-6,523	Closed	-$346K	–	1339
2024 Q2	$346K	Buy	+6,523	New	+$347K	0.03%	870
2022 Q1	–	Sell	-16,145	Closed	-$1.11M	–	1919
2021 Q4	$1.11M	Sell	16,145 -14,829	-48%	-$964K	0.04%	658
2021 Q3	$1.93M	Buy	30,974 +11,689	+61%	+$766K	0.08%	242
2021 Q2	$1.17M	Sell	19,285 -14,573	-43%	-$912K	0.03%	575
2021 Q1	$2.02M	Sell	33,858 -6,354	-16%	-$352K	0.06%	414
2020 Q4	$2.23M	Buy	40,212 +23,530	+141%	+$1.29M	0.09%	335
2020 Q3	$847K	Sell	16,682 -40,019	-71%	-$2.24M	0.03%	833
2020 Q2	$3.36M	Buy	56,701 +22,946	+68%	+$1.36M	0.07%	438
2020 Q1	$1.86M	Sell	33,755 -76,309	-69%	-$5.01M	0.19%	144
2019 Q4	$7.16M	Sell	110,064 -21,636	-16%	-$1.38M	0.17%	153
2019 Q3	$8.77M	Sell	131,700 -28,742	-18%	-$1.82M	0.26%	85
2019 Q2	$9.65M	Buy	+160,442	New	+$9.39M	0.24%	110
2019 Q1	–	Sell	-106,564	Closed	-$6.05M	–	1757
2018 Q4	$6.05M	Buy	106,564 +70,829	+198%	+$4.09M	0.29%	80
2018 Q3	$1.96M	Sell	35,735 -34,165	-49%	-$1.93M	0.06%	454
2018 Q2	$3.92M	Buy	+69,900	New	+$3.74M	0.13%	226

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

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

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return