Washington Trust’s Evergy EVRG Stock Holding History

Washington Trust’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 Q2	–	Sell	-90	Closed	-$6.21K	–	400
2025 Q1	$6.21K	Sell	90 -179	-67%	-$11.7K	﹤0.01%	635
2024 Q4	$16.6K	Hold	269	–	–	﹤0.01%	612
2024 Q3	$16.7K	Hold	269	–	–	﹤0.01%	613
2024 Q2	$14.2K	Sell	269 -29	-10%	-$1.54K	﹤0.01%	621
2024 Q1	$15.9K	Hold	298	–	–	﹤0.01%	605
2023 Q4	$15.6K	Sell	298 -349	-54%	-$17.6K	﹤0.01%	586
2023 Q3	$32.8K	Hold	647	–	–	﹤0.01%	454
2023 Q2	$37.8K	Hold	647	–	–	﹤0.01%	457
2023 Q1	$39.5K	Hold	647	–	–	﹤0.01%	451
2022 Q4	$40.7K	Hold	647	–	–	﹤0.01%	432
2022 Q3	$39K	Hold	647	–	–	﹤0.01%	433
2022 Q2	$43K	Hold	647	–	–	﹤0.01%	431
2022 Q1	$44K	Hold	647	–	–	﹤0.01%	444
2021 Q4	$44K	Hold	647	–	–	﹤0.01%	460
2021 Q3	$40K	Buy	647 +349	+117%	+$22.9K	﹤0.01%	566
2021 Q2	$18K	Hold	298	–	–	﹤0.01%	709
2021 Q1	$18K	Hold	298	–	–	﹤0.01%	683
2020 Q4	$17K	Hold	298	–	–	﹤0.01%	679
2020 Q3	$15K	Hold	298	–	–	﹤0.01%	661
2020 Q2	$18K	Hold	298	–	–	﹤0.01%	569
2020 Q1	$17K	Buy	+298	New	+$19.6K	﹤0.01%	580

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