Penserra Capital Management’s Evergy EVRG Stock Holding History

Penserra 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
2025 Q2	–	Sell	-14,379	Closed	-$991K	–	1058
2025 Q1	$991K	Buy	14,379 +13,797	+2,371%	+$903K	0.02%	439
2024 Q4	$35K	Buy	+582	New	+$36K	﹤0.01%	972
2024 Q1	–	Sell	-1,046	Closed	-$54K	–	1300
2023 Q4	$54K	Sell	1,046 -223	-18%	-$11.2K	﹤0.01%	986
2023 Q3	$64K	Sell	1,269 -211	-14%	-$12K	﹤0.01%	959
2023 Q2	$86K	Buy	+1,480	New	+$89.4K	﹤0.01%	966
2023 Q1	–	Sell	-55,267	Closed	-$3.48M	–	1151
2022 Q4	$3.48M	Buy	+55,267	New	+$3.32M	0.08%	206
2020 Q4	–	Sell	-1,536	Closed	-$78K	–	1046
2020 Q3	$78K	Buy	1,536 +158	+11%	+$8.83K	﹤0.01%	560
2020 Q2	$81K	Buy	+1,378	New	+$81.6K	﹤0.01%	606
2020 Q1	–	Sell	-880	Closed	-$57K	–	868
2019 Q4	$57K	Sell	880 -24,738	-97%	-$1.58M	﹤0.01%	685
2019 Q3	$1.7M	Buy	25,618 +3,084	+14%	+$195K	0.14%	133
2019 Q2	$1.35M	Sell	22,534 -401	-2%	-$23.5K	0.11%	168
2019 Q1	$1.32M	Sell	22,935 -3,543	-13%	-$202K	0.11%	145
2018 Q4	$1.5M	Sell	26,478 -2,110	-7%	-$122K	0.15%	129
2018 Q3	$1.57M	Buy	+28,588	New	+$1.62M	0.1%	176

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return