Transcend Capital Advisors’s Evergy EVRG Stock Holding History

Transcend Capital Advisors’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	$422K	Buy	5,146 +1,077	+26%	+$85.1K	0.03%	431
2025 Q4	$295K	Sell	4,069 -13	-0.3%	-$986	0.02%	525
2025 Q3	$310K	Buy	+4,082	New	+$291K	0.02%	520
2025 Q2	–	Sell	-8,064	Closed	-$556K	–	638
2025 Q1	$556K	Buy	8,064 +49	+0.6%	+$3.21K	0.04%	338
2024 Q4	$493K	Hold	8,015	–	–	0.04%	350
2024 Q3	$497K	Hold	8,015	–	–	0.03%	395
2024 Q2	$425K	Buy	8,015 +15	+0.2%	+$798	0.03%	393
2024 Q1	$427K	Hold	8,000	–	–	0.03%	353
2023 Q4	$418K	Buy	+8,000	New	+$403K	0.04%	335
2023 Q1	–	Sell	-3,310	Closed	-$208K	–	500
2022 Q4	$208K	Buy	+3,310	New	+$199K	0.02%	444
2022 Q3	–	Sell	-3,300	Closed	-$215K	–	495
2022 Q2	$215K	Hold	3,300	–	–	0.02%	441
2022 Q1	$226K	Hold	3,300	–	–	0.02%	451
2021 Q4	$226K	Hold	3,300	–	–	0.02%	434
2021 Q3	$212K	Buy	+3,300	New	+$216K	0.02%	446

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