Prelude Capital Management’s Evergy EVRG Stock Holding History

Prelude 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
2026 Q1	$504K	Buy	6,150 +2,920	+90%	+$231K	0.04%	508
2025 Q4	$234K	Sell	3,230 -12,318	-79%	-$934K	0.02%	947
2025 Q3	$1.18M	Sell	15,548 -7,940	-34%	-$566K	0.09%	275
2025 Q2	$1.62M	Buy	23,488 +8,772	+60%	+$590K	0.16%	165
2025 Q1	$1.01M	Sell	14,716 -14,872	-50%	-$973K	0.1%	307
2024 Q4	$1.82M	Buy	+29,588	New	+$1.83M	0.15%	206
2021 Q2	–	Sell	-3,945	Closed	-$235K	–	1763
2021 Q1	$235K	Sell	3,945 -2,782	-41%	-$154K	0.02%	1259
2020 Q4	$373K	Buy	+6,727	New	+$369K	0.03%	830
2020 Q2	–	Sell	-104	Closed	-$6K	–	2095
2020 Q1	$6K	Buy	+104	New	+$6.83K	﹤0.01%	1205
2019 Q4	–	Sell	-1,890	Closed	-$126K	–	2066
2019 Q3	$126K	Sell	1,890 -2,004	-51%	-$127K	0.02%	875
2019 Q2	$234K	Sell	3,894 -29,290	-88%	-$1.71M	0.02%	685
2019 Q1	$1.93M	Sell	33,184 -10,324	-24%	-$588K	0.22%	194
2018 Q4	$2.47M	Sell	43,508 -18,480	-30%	-$1.07M	0.25%	133
2018 Q3	$3.4M	Buy	61,988 +31,902	+106%	+$1.8M	0.27%	87
2018 Q2	$1.69M	Buy	+30,086	New	+$1.61M	0.14%	202

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