Phoenix Wealth Advisors’s Evergy EVRG Stock Holding History

Phoenix Wealth 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	$246K	Sell	3,000 -150	-5%	-$11.9K	0.1%	117
2025 Q4	$228K	Sell	3,150 -114	-3%	-$8.65K	0.09%	117
2025 Q3	$248K	Sell	3,264 -65	-2%	-$4.63K	0.1%	119
2025 Q2	$229K	Buy	3,329 +28	+0.8%	+$1.88K	0.1%	118
2025 Q1	$228K	Sell	3,301 -35	-1%	-$2.29K	0.1%	117
2024 Q4	$205K	Sell	3,336 -165	-5%	-$10.2K	0.09%	117
2024 Q3	$217K	Buy	+3,501	New	+$204K	0.1%	116
2023 Q2	–	Sell	-3,439	Closed	-$210K	–	109
2023 Q1	$210K	Buy	+3,439	New	+$209K	0.13%	100
2022 Q2	–	Sell	-2,893	Closed	-$204K	–	114
2022 Q1	$204K	Buy	+2,893	New	+$187K	0.21%	90
2021 Q4	–	Sell	-3,250	Closed	-$202K	–	196
2021 Q3	$202K	Buy	3,250 +4	+0.1%	+$262	0.15%	113
2021 Q2	$200K	Buy	3,246 +278	+9%	+$17.4K	0.14%	118
2021 Q1	$178K	Buy	2,968 +714	+32%	+$39.5K	0.14%	122
2020 Q4	$125K	Buy	+2,254	New	+$124K	0.09%	133

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