Savant Capital’s Evergy EVRG Stock Holding History

Savant Capital’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	$522K	Buy	6,376 +837	+15%	+$66.1K	﹤0.01%	890
2025 Q4	$402K	Sell	5,539 -369	-6%	-$28K	﹤0.01%	924
2025 Q3	$449K	Buy	5,908 +463	+9%	+$33K	﹤0.01%	842
2025 Q2	$375K	Sell	5,445 -91	-2%	-$6.12K	﹤0.01%	864
2025 Q1	$382K	Sell	5,536 -54,958	-91%	-$3.6M	﹤0.01%	749
2024 Q4	$3.72M	Buy	60,494 +1,331	+2%	+$82.3K	0.03%	285
2024 Q3	$3.67M	Sell	59,163 -441	-0.7%	-$25.7K	0.03%	274
2024 Q2	$3.16M	Buy	59,604 +42,561	+250%	+$2.26M	0.03%	275
2024 Q1	$910K	Buy	17,043 +12,311	+260%	+$629K	0.01%	570
2023 Q4	$247K	Buy	4,732 +348	+8%	+$17.5K	﹤0.01%	755
2023 Q3	$222K	Sell	4,384 -348	-7%	-$19.8K	﹤0.01%	736
2023 Q2	$276K	Buy	4,732 +62	+1%	+$3.74K	﹤0.01%	667
2023 Q1	$285K	Buy	4,670 +992	+27%	+$60.3K	0.01%	609
2022 Q4	$205K	Buy	+3,678	New	+$221K	0.01%	550
2022 Q2	–	Sell	-3,018	Closed	-$206K	–	565
2022 Q1	$206K	Buy	+3,018	New	+$195K	0.01%	544

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