VIA
EVRG icon

Vident Investment Advisory’s Evergy EVRG Stock Holding History

Vident Investment Advisory’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
2023
Q3 		– Sell
-3,471
Closed -$203K – 353
2023
Q2 		$203K Buy
+3,471
New +$210K 0.01% 1057
2022
Q2 		– Sell
-10,439
Closed -$713K – 1313
2022
Q1 		$713K Sell
10,439
-53,272
-84% -$3.44M 0.02% 813
2021
Q4 		$4.37M Buy
63,711
+19,775
+45% +$1.29M 0.11% 204
2021
Q3 		$2.73M Buy
43,936
+21,654
+97% +$1.42M 0.08% 267
2021
Q2 		$1.35M Buy
22,282
+11,258
+102% +$704K 0.04% 565
2021
Q1 		$656K Buy
+11,024
New +$610K 0.02% 716
2020
Q3 		– Sell
-7,323
Closed -$434K – 894
2020
Q2 		$434K Sell
7,323
-11,547
-61% -$684K 0.02% 682
2020
Q1 		$1.04M Sell
18,870
-7,011
-27% -$461K 0.07% 386
2019
Q4 		$1.69M Sell
25,881
-1,143
-4% -$72.9K 0.1% 300
2019
Q3 		$1.8M Sell
27,024
-407
-1% -$25.7K 0.16% 92
2019
Q2 		$1.65M Buy
27,431
+1,656
+6% +$96.9K 0.13% 105
2019
Q1 		$1.5M Buy
25,775
+4,702
+22% +$268K 0.08% 346
2018
Q4 		$1.2M Buy
21,073
+3,298
+19% +$190K 0.07% 385
2018
Q3 		$976K Sell
17,775
-7,607
-30% -$430K 0.04% 476
2018
Q2 		$1.43M Buy
+25,382
New +$1.36M 0.06% 366

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return