Tucker Asset Management’s Evergy EVRG Stock Holding History

Tucker Asset 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
2025 Q4	$112K	Buy	+1,550	New	+$118K	0.03%	176
2025 Q1	–	Sell	-2,294	Closed	-$141K	–	519
2024 Q4	$141K	Sell	2,294 -517	-18%	-$32K	0.02%	189
2024 Q3	$174K	Buy	2,811 +500	+22%	+$29.1K	0.04%	162
2024 Q2	$122K	Buy	2,311 +174	+8%	+$9.26K	0.03%	222
2024 Q1	$114K	Buy	2,137 +424	+25%	+$21.7K	0.03%	252
2023 Q4	$89.4K	Buy	1,713 +374	+28%	+$18.8K	0.02%	237
2023 Q3	$67.9K	Buy	1,339 +227	+20%	+$12.9K	0.02%	271
2023 Q2	$65K	Sell	1,112 -42	-4%	-$2.54K	0.02%	220
2023 Q1	$70.5K	Buy	1,154 +151	+15%	+$9.19K	0.02%	189
2022 Q4	$63.7K	Buy	1,003 +247	+33%	+$14.8K	0.02%	129
2022 Q3	$46.2K	Buy	756 +203	+37%	+$13.7K	0.02%	141
2022 Q2	$36.1K	Sell	553 -37	-6%	-$2.51K	0.01%	117
2022 Q1	$40.3K	Hold	590	–	–	0.01%	105
2021 Q4	$40.4K	Buy	590 +108	+22%	+$7.02K	0.01%	110
2021 Q3	$30.7K	Buy	482 +74	+18%	+$4.85K	0.01%	111
2021 Q2	$24.7K	Buy	408 +53	+15%	+$3.32K	0.01%	112
2021 Q1	$21.1K	Buy	355 +338	+1,988%	+$18.7K	0.01%	135
2020 Q4	$944	Buy	+17	New	+$933	﹤0.01%	311

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return