WestEnd Advisors’s Evergy EVRG Stock Holding History

WestEnd Advisors’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	$819	Hold	10	–	–	﹤0.01%	261
2025 Q4	$725	Hold	10	–	–	﹤0.01%	277
2025 Q3	$760	Buy	+10	New	+$713	﹤0.01%	266
2024 Q4	–	Sell	-3	Closed	-$186	–	372
2024 Q3	$186	Hold	3	–	–	﹤0.01%	294
2024 Q2	$159	Sell	3 -1	-25%	-$53	﹤0.01%	282
2024 Q1	$214	Buy	4 +1	+33%	+$51	﹤0.01%	242
2023 Q4	$157	Sell	3 -3	-50%	-$151	﹤0.01%	251
2023 Q3	$304	Buy	+6	New	+$341	﹤0.01%	193
2023 Q2	–	Hold	0	–	-$306	–	127
2023 Q1	–	Sell	-5	Closed	-$304	–	199
2022 Q4	$315	Buy	5 +1	+25%	+$60	﹤0.01%	189
2022 Q3	$0	Buy	4 +1	+33%	+$67	﹤0.01%	202
2022 Q2	$195	Buy	+3	New	+$203	﹤0.01%	221

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