Regions Financial Corp’s Evergy EVRG Stock Holding History

Regions Financial Corp’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
2024 Q2	–	Sell	-5,246	Closed	-$280K	–	839
2024 Q1	$280K	Sell	5,246 -428	-8%	-$21.9K	﹤0.01%	725
2023 Q4	$296K	Buy	5,674 +580	+11%	+$29.2K	﹤0.01%	705
2023 Q3	$258K	Buy	5,094 +4	+0.1%	+$227	﹤0.01%	713
2023 Q2	$297K	Hold	5,090	–	–	﹤0.01%	692
2023 Q1	$311K	Sell	5,090 -400	-7%	-$24.3K	﹤0.01%	688
2022 Q4	$345K	Hold	5,490	–	–	﹤0.01%	675
2022 Q3	$326K	Sell	5,490 -1,606	-23%	-$108K	﹤0.01%	669
2022 Q2	$463K	Buy	7,096 +6	+0.1%	+$407	﹤0.01%	605
2022 Q1	$485K	Sell	7,090 -284	-4%	-$18.3K	﹤0.01%	633
2021 Q4	$506K	Hold	7,374	–	–	﹤0.01%	628
2021 Q3	$459K	Buy	7,374 +1,577	+27%	+$103K	﹤0.01%	640
2021 Q2	$350K	Buy	+5,797	New	+$363K	﹤0.01%	701
2020 Q2	–	Sell	-4,522	Closed	-$249K	–	832
2020 Q1	$249K	Buy	4,522 +13	+0.3%	+$854	﹤0.01%	644
2019 Q4	$294K	Buy	4,509 +1,112	+33%	+$70.9K	﹤0.01%	677
2019 Q3	$226K	Buy	+3,397	New	+$215K	﹤0.01%	738
2019 Q2	–	Sell	-3,212	Closed	-$186K	–	1088
2019 Q1	$186K	Hold	3,212	–	–	﹤0.01%	813
2018 Q4	$183K	Hold	3,212	–	–	﹤0.01%	790
2018 Q3	$176K	Buy	+3,212	New	+$182K	﹤0.01%	865

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return