SAM
EVRG icon

Smartleaf Asset Management’s Evergy EVRG Stock Holding History

Smartleaf Asset 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
2026
Q1 		$208K Sell
2,544
-109
-4% -$8.61K 0.01% 772
2025
Q4 		$194K Sell
2,653
-232
-8% -$17.6K 0.01% 815
2025
Q3 		$217K Buy
2,885
+1,353
+88% +$96.4K 0.01% 699
2025
Q2 		$105K Sell
1,532
-1,011
-40% -$67.9K 0.01% 846
2025
Q1 		$173K Buy
2,543
+230
+10% +$15.1K 0.02% 618
2024
Q4 		$142K Buy
2,313
+1,020
+79% +$63.1K 0.01% 669
2024
Q3 		$80.1K Buy
1,293
+757
+141% +$44K 0.01% 776
2024
Q2 		$28.5K Buy
536
+249
+87% +$13.2K ﹤0.01% 899
2024
Q1 		$15.2K Buy
287
+200
+230% +$10.2K ﹤0.01% 908
2023
Q4 		$5.89K Buy
+87
New +$4.38K ﹤0.01% 837

Other funds holding EVRG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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