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Woodward Diversified Capital’s Evergy EVRG Stock Holding History

Woodward Diversified Capital’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
2024
Q1 		– Sell
-4,893
Closed -$255K – 158
2023
Q4 		$255K Sell
4,893
-11
-0.2% -$554 0.16% 131
2023
Q3 		$249K Buy
4,904
+821
+20% +$46.6K 0.18% 124
2023
Q2 		$239K Sell
4,083
-55
-1% -$3.32K 0.18% 119
2023
Q1 		$253K Buy
4,138
+23
+0.6% +$1.4K 0.2% 115
2022
Q4 		$259K Sell
4,115
-307
-7% -$18.4K 0.21% 113
2022
Q3 		$263K Sell
4,422
-264
-6% -$17.8K 0.22% 101
2022
Q2 		$306K Buy
4,686
+99
+2% +$6.71K 0.23% 100
2022
Q1 		$313K Buy
4,587
+407
+10% +$26.3K 0.2% 117
2021
Q4 		$287K Buy
+4,180
New +$272K 0.17% 148

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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