Riverview Trust Company’s Evergy EVRG Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-804	Closed	-$55.4K	–	331
2025 Q1	$55.4K	Hold	804	–	–	0.05%	210
2024 Q4	$49.5K	Hold	804	–	–	0.05%	226
2024 Q3	$49.9K	Hold	804	–	–	0.04%	239
2024 Q2	$42.6K	Hold	804	–	–	0.04%	249
2024 Q1	$42.9K	Buy	+804	New	+$41.1K	0.03%	263
2023 Q3	–	Sell	-215	Closed	-$12.6K	–	689
2023 Q2	$12.6K	Hold	215	–	–	0.01%	645
2023 Q1	$13.1K	Hold	215	–	–	0.01%	589
2022 Q4	$14K	Buy	+215	New	+$12.9K	0.01%	472
2021 Q3	–	Sell	-129	Closed	-$8K	–	238
2021 Q2	$8K	Hold	129	–	–	0.01%	215
2021 Q1	$8K	Hold	129	–	–	0.01%	210
2020 Q4	$7K	Sell	129 -129	-50%	-$7.08K	0.01%	212
2020 Q3	$13K	Hold	258	–	–	0.01%	215
2020 Q2	$15K	Hold	258	–	–	0.01%	217
2020 Q1	$14K	Hold	258	–	–	0.01%	222
2019 Q4	$17K	Sell	258 -129	-33%	-$8.23K	0.01%	238
2019 Q3	$26K	Hold	387	–	–	0.02%	210
2019 Q2	$23K	Sell	387 -129	-25%	-$7.55K	0.02%	213
2019 Q1	$30K	Sell	516 -129	-20%	-$7.34K	0.02%	198
2018 Q4	$37K	Buy	+645	New	+$37.2K	0.03%	162

Other funds holding EVRG

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return