USS Investment Management’s Evergy EVRG Stock Holding History

USS Investment 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 Q1	–	Sell	-41,200	Closed	-$2.54M	–	542
2024 Q4	$2.54M	Hold	41,200	–	–	0.02%	487
2024 Q3	$2.56M	Sell	41,200 -14,919	-27%	-$868K	0.02%	476
2024 Q2	$2.97M	Hold	56,119	–	–	0.02%	455
2024 Q1	$2.99M	Sell	56,119 -41,638	-43%	-$2.13M	0.02%	453
2023 Q4	$5.1M	Hold	97,757	–	–	0.05%	368
2023 Q3	$4.96M	Buy	97,757 +7,985	+9%	+$453K	0.05%	355
2023 Q2	$5.24M	Hold	89,772	–	–	0.06%	338
2023 Q1	$5.49M	Hold	89,772	–	–	0.07%	307
2022 Q4	$5.65M	Hold	89,772	–	–	0.08%	297
2022 Q3	$5.34M	Sell	89,772 -16,964	-16%	-$1.14M	0.08%	282
2022 Q2	$6.97M	Sell	106,736 -3,285	-3%	-$223K	0.07%	291
2022 Q1	$7.52M	Buy	110,021 +18,725	+21%	+$1.21M	0.06%	329
2021 Q4	$6.26M	Hold	91,296	–	–	0.05%	388
2021 Q3	$5.68M	Buy	91,296 +50,096	+122%	+$3.28M	0.05%	388
2021 Q2	$2.49M	Buy	41,200 +2,600	+7%	+$163K	0.02%	390
2021 Q1	$2.3M	Hold	38,600	–	–	0.02%	379
2020 Q4	$2.14M	Sell	38,600 -39,900	-51%	-$2.19M	0.02%	373
2020 Q3	$3.99M	Hold	78,500	–	–	0.04%	250
2020 Q2	$4.65M	Buy	78,500 +51,400	+190%	+$3.04M	0.05%	210
2020 Q1	$1.49M	Hold	27,100	–	–	0.02%	204
2019 Q4	$1.76M	Buy	+27,100	New	+$1.73M	0.02%	186

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return