Valley Wealth Managers’s Evergy EVRG Stock Holding History

Valley Wealth Managers’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 Q4	–	Sell	-1	Closed	-$60	–	408
2024 Q3	$60	Hold	1	–	–	﹤0.01%	396
2024 Q2	$52	Buy	+1	New	+$53	﹤0.01%	366
2023 Q1	–	Hold	0	–	–	–	396
2022 Q4	–	Sell	-38	Closed	-$2.28K	–	408
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	367
2022 Q2	$2K	Buy	+38	New	+$2.58K	﹤0.01%	383
2021 Q1	–	Sell	-230,099	Closed	-$12.8M	–	167
2020 Q4	$12.8M	Buy	230,099 +4,716	+2%	+$259K	1.25%	41
2020 Q3	$11.5M	Buy	225,383 +47,780	+27%	+$2.67M	1.26%	39
2020 Q2	$10.5M	Sell	177,603 -4,803	-3%	-$284K	1.18%	42
2020 Q1	$10M	Sell	182,406 -1,890	-1%	-$124K	1.3%	34
2019 Q4	$12M	Buy	184,296 +6,842	+4%	+$436K	1.2%	43
2019 Q3	$11.8M	Sell	177,454 -2,333	-1%	-$148K	1.25%	39
2019 Q2	$10.8M	Sell	179,787 -120,662	-40%	-$7.06M	1.15%	42
2019 Q1	$17.4M	Buy	300,449 +3,901	+1%	+$222K	1.9%	22
2018 Q4	$16.8M	Sell	296,548 -8,900	-3%	-$514K	2.2%	14
2018 Q3	$16.8M	Sell	305,448 -11,354	-4%	-$642K	1.98%	25
2018 Q2	$17.8M	Buy	+316,802	New	+$17M	2.17%	17

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return