Venturi Wealth Management’s Evergy EVRG Stock Holding History

Venturi Wealth 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
2026 Q1	$298K	Buy	+3,633	New	+$287K	0.01%	465
2025 Q4	–	Sell	-3,673	Closed	-$279K	–	604
2025 Q3	$279K	Buy	3,673 +428	+13%	+$30.5K	0.01%	453
2025 Q2	$224K	Sell	3,245 -484	-13%	-$32.5K	0.01%	499
2025 Q1	$257K	Buy	3,729 +501	+16%	+$32.8K	0.01%	480
2024 Q4	$199K	Buy	3,228 +1,842	+133%	+$114K	0.01%	546
2024 Q3	$85.9K	Buy	1,386 +966	+230%	+$56.2K	﹤0.01%	610
2024 Q2	$22.2K	Buy	420 +269	+178%	+$14.3K	﹤0.01%	913
2024 Q1	$8.06K	Buy	151 +62	+70%	+$3.17K	﹤0.01%	977
2023 Q4	$4.65K	Buy	+89	New	+$4.48K	﹤0.01%	1040
2023 Q3	–	Sell	-1	Closed	-$59	–	1339
2023 Q2	$59	Buy	+1	New	+$60	﹤0.01%	1154

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