True Wealth Design’s Evergy EVRG Stock Holding History

True Wealth Design’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	$48.8K	Buy	596 +50	+9%	+$3.95K	0.01%	411
2025 Q4	$39.6K	Sell	546 -2	-0.4%	-$152	0.01%	402
2025 Q3	$41.7K	Buy	548 +68	+14%	+$4.85K	0.01%	369
2025 Q2	$33.1K	Buy	480 +22	+5%	+$1.48K	0.01%	272
2025 Q1	$31.6K	Buy	458 +101	+28%	+$6.61K	0.01%	267
2024 Q4	$22K	Buy	357 +6	+2%	+$371	0.01%	310
2024 Q3	$21.8K	Buy	351 +342	+3,800%	+$19.9K	0.01%	313
2024 Q2	$477	Buy	9 +1	+13%	+$53	﹤0.01%	657
2024 Q1	$428	Buy	8 +3	+60%	+$153	﹤0.01%	653
2023 Q4	$261	Hold	5	–	–	﹤0.01%	637
2023 Q3	$254	Hold	5	–	–	﹤0.01%	598
2023 Q2	$293	Hold	5	–	–	﹤0.01%	587
2023 Q1	$306	Sell	5 -1	-17%	-$61	﹤0.01%	653
2022 Q4	$378	Buy	+6	New	+$360	﹤0.01%	530

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