RFM
EVRG icon

Royal Fund Management’s Evergy EVRG Stock Holding History

Royal Fund 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
2024
Q4 		– Sell
-4,760
Closed -$295K – 308
2024
Q3 		$295K Buy
+4,760
New +$277K 0.02% 281
2024
Q2 		– Sell
-4,633
Closed -$247K – 304
2024
Q1 		$247K Buy
4,633
+20
+0.4% +$1.02K 0.03% 277
2023
Q4 		$241K Buy
4,613
+20
+0.4% +$1.01K 0.03% 259
2023
Q3 		$233K Sell
4,593
-49
-1% -$2.78K 0.03% 243
2023
Q2 		$271K Buy
4,642
+15
+0.3% +$906 0.04% 241
2023
Q1 		$283K Buy
4,627
+13
+0.3% +$791 0.04% 241
2022
Q4 		$290K Buy
4,614
+5
+0.1% +$300 0.05% 214
2022
Q3 		$273K Hold
4,609
– – 0.05% 185
2022
Q2 		$300K Buy
4,609
+1,479
+47% +$100K 0.05% 171
2022
Q1 		$213K Buy
3,130
+1
+0% +$65 0.03% 196
2021
Q4 		$214K Buy
+3,129
New +$203K 0.03% 182
2020
Q2 		– Sell
-3,126
Closed -$172K – 272
2020
Q1 		$172K Buy
3,126
+52
+2% +$3.42K 0.07% 156
2019
Q4 		$200K Hold
3,074
– – 0.05% 152
2019
Q3 		$204K Buy
3,074
+664
+28% +$42K 0.06% 136
2019
Q2 		$144K Buy
2,410
+1
+0% +$59 0.04% 157
2019
Q1 		$139K Buy
2,409
+2,347
+3,785% +$134K 0.04% 147
2018
Q4 		$3K Hold
62
– – ﹤0.01% 452
2018
Q3 		$3K Hold
62
– – ﹤0.01% 428
2018
Q2 		$3K Buy
+62
New +$3.32K ﹤0.01% 452

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return