Ranch Capital Advisors’s Evergy EVRG Stock Holding History

Ranch Capital 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	$2.67M	Buy	32,594 +1,411	+5%	+$112K	0.98%	37
2025 Q4	$2.26M	Buy	31,183 +1,675	+6%	+$127K	0.83%	38
2025 Q3	$2.24M	Buy	29,508 +1,850	+7%	+$132K	0.87%	38
2025 Q2	$1.91M	Buy	27,658 +1,354	+5%	+$91K	0.83%	40
2025 Q1	$1.81M	Buy	+26,304	New	+$1.72M	0.86%	42
2021 Q4	–	Sell	-501	Closed	-$31K	–	283
2021 Q3	$31K	Buy	501 +3	+0.6%	+$197	0.02%	317
2021 Q2	$30K	Buy	498 +152	+44%	+$9.51K	0.02%	401
2021 Q1	$20K	Buy	346 +2	+0.6%	+$111	0.01%	469
2020 Q4	$19K	Buy	344 +3	+0.9%	+$165	0.01%	482
2020 Q3	$17K	Buy	341 +3	+0.9%	+$168	0.01%	485
2020 Q2	$18K	Sell	338 -98	-22%	-$5.8K	0.01%	494
2020 Q1	$24K	Sell	436 -298	-41%	-$19.6K	0.02%	411
2019 Q4	$48K	Buy	+734	New	+$46.8K	0.04%	346

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