TD Waterhouse Canada’s Evergy EVRG Stock Holding History

TD Waterhouse Canada’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	$117K	Buy	+1,423	New	+$112K	﹤0.01%	1157
2024 Q4	–	Sell	-8,289	Closed	-$511K	–	2001
2024 Q3	$511K	Buy	+8,289	New	+$482K	﹤0.01%	606
2024 Q2	–	Sell	-126	Closed	-$7.49K	–	1937
2024 Q1	$7.49K	Sell	126 -319	-72%	-$16.3K	﹤0.01%	1428
2023 Q4	$24.1K	Sell	445 -110	-20%	-$5.54K	﹤0.01%	1097
2023 Q3	$27K	Sell	555 -18	-3%	-$1.02K	﹤0.01%	1044
2023 Q2	$33.5K	Sell	573 -59	-9%	-$3.56K	﹤0.01%	1019
2023 Q1	$38.2K	Buy	632 +25	+4%	+$1.52K	﹤0.01%	966
2022 Q4	$38.2K	Buy	607 +32	+6%	+$1.92K	﹤0.01%	957
2022 Q3	$35K	Buy	575 +16	+3%	+$1.08K	﹤0.01%	970
2022 Q2	$37.3K	Buy	559 +13	+2%	+$882	﹤0.01%	975
2022 Q1	$37.4K	Hold	546	–	–	﹤0.01%	1051
2021 Q4	$37.1K	Buy	+546	New	+$35.5K	﹤0.01%	1068

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