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EVRG icon

Waterfront Wealth’s Evergy EVRG Stock Holding History

Waterfront Wealth’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 		$497K Hold
6,067
– – 0.09% 204
2025
Q4 		$464K Hold
6,067
– – 0.09% 201
2025
Q3 		$479K Hold
6,067
– – 0.1% 192
2025
Q2 		$418K Buy
6,067
+26
+0.4% +$1.75K 0.09% 202
2025
Q1 		$417K Hold
6,041
– – 0.1% 192
2024
Q4 		$372K Hold
6,041
– – 0.09% 204
2024
Q3 		$364K Hold
6,041
– – 0.09% 200
2024
Q2 		$320K Sell
6,041
-400
-6% -$21.3K 0.09% 195
2024
Q1 		$338K Hold
6,441
– – 0.09% 189
2023
Q4 		$336K Hold
6,441
– – 0.1% 187
2023
Q3 		$313K Hold
6,441
– – 0.1% 189
2023
Q2 		$394K Hold
6,441
– – 0.12% 179
2023
Q1 		$394K Hold
6,441
– – 0.13% 176
2022
Q4 		$398K Hold
6,441
– – 0.14% 180
2022
Q3 		$389K Hold
6,441
– – 0.15% 170
2022
Q2 		$420K Hold
6,441
– – 0.17% 158
2022
Q1 		$457K Hold
6,441
– – 0.16% 141
2021
Q4 		$442K Hold
6,441
– – 0.18% 129
2021
Q3 		$401K Hold
6,441
– – 0.19% 111
2021
Q2 		$389K Hold
6,441
– – 0.18% 115
2021
Q1 		$386K Hold
6,441
– – 0.19% 115
2020
Q4 		$358K Buy
+6,441
New +$353K 0.25% 89

Other funds holding EVRG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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