Red Tortoise LLC’s Evergy EVRG Stock Holding History

Red Tortoise LLC’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	$25.6K	Hold	312	–	–	0.01%	176
2025 Q4	$22.6K	Hold	312	–	–	0.01%	184
2025 Q3	$23.7K	Hold	312	–	–	0.01%	176
2025 Q2	$21.5K	Hold	312	–	–	0.01%	166
2025 Q1	$21.5K	Hold	312	–	–	0.01%	150
2024 Q4	$19.2K	Hold	312	–	–	0.01%	169
2024 Q3	$19.3K	Hold	312	–	–	0.01%	168
2024 Q2	$16.5K	Sell	312 -53	-15%	-$2.82K	0.01%	175
2024 Q1	$19.5K	Hold	365	–	–	0.01%	151
2023 Q4	$19.1K	Sell	365 -46	-11%	-$2.31K	0.01%	135
2023 Q3	$20.8K	Hold	411	–	–	0.01%	126
2023 Q2	$24K	Hold	411	–	–	0.02%	123
2023 Q1	$25.1K	Buy	411 +365	+793%	+$22.2K	0.02%	122
2022 Q4	$2.9K	Buy	+46	New	+$2.76K	﹤0.01%	401
2021 Q4	–	Sell	-142	Closed	-$9K	–	224
2021 Q3	$9K	Buy	+142	New	+$9.31K	0.01%	218

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