Stoneridge Investment Partners’s Evergy EVRG Stock Holding History

Stoneridge Investment Partners’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 Q1	–	Sell	-35,778	Closed	-$1.87M	–	132
2023 Q4	$1.87M	Buy	+35,778	New	+$1.8M	0.79%	45
2021 Q3	–	Sell	-6,100	Closed	-$369K	–	119
2021 Q2	$369K	Buy	+6,100	New	+$382K	0.18%	87
2021 Q1	–	Sell	-30,757	Closed	-$1.71M	–	120
2020 Q4	$1.71M	Sell	30,757 -9,244	-23%	-$507K	0.99%	32
2020 Q3	$2.03M	Buy	+40,001	New	+$2.24M	1.34%	20

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

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 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