Tradition Wealth Management’s Evergy EVRG Stock Holding History

Tradition Wealth 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 Q1	–	Sell	-894	Closed	-$47K	–	636
2023 Q4	$47K	Buy	894 +10	+1%	+$503	﹤0.01%	640
2023 Q3	$45K	Sell	884 -60	-6%	-$3.41K	0.01%	632
2023 Q2	$55K	Buy	944 +329	+53%	+$19.9K	0.01%	599
2023 Q1	$38K	Buy	615 +65	+12%	+$3.95K	﹤0.01%	688
2022 Q4	$35K	Hold	550	–	–	﹤0.01%	624
2022 Q3	$33K	Hold	550	–	–	0.01%	626
2022 Q2	$36K	Hold	550	–	–	0.01%	532
2022 Q1	$38K	Hold	550	–	–	﹤0.01%	575
2021 Q4	$38K	Hold	550	–	–	﹤0.01%	593
2021 Q3	$34K	Hold	550	–	–	﹤0.01%	611
2021 Q2	$33K	Hold	550	–	–	﹤0.01%	639
2021 Q1	$33K	Hold	550	–	–	0.01%	529
2020 Q4	$31K	Buy	+550	New	+$30.2K	0.01%	500

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