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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,503 positions · $124,608,059,289 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in EVRG

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $92,700,835 1,131,602
2025-12-31 $79,799,964 1,100,841
2025-09-30 $76,294,888 1,003,616
2025-06-30 $29,232,179 424,085
2025-03-31 $20,974,314 304,196
2024-12-31 $20,378,343 331,086
2024-09-30 $19,940,679 321,572
2024-06-30 $16,304,007 307,797
2024-03-31 $14,511,726 271,857
2023-12-31 $31,544,564 604,302
2023-09-30 $33,517,212 661,089
2023-06-30 $33,063,383 565,960
2023-03-31 $37,091,955 606,871
2022-12-31 $33,340,880 529,809
2022-09-30 $31,780,603 535,027
2022-06-30 $32,177,711 493,145
2022-03-31 $28,270,549 413,675
2021-12-31 $26,376,702 384,444
2021-09-30 $5,197,805 83,566
2021-06-30 $4,160,786 68,853
2021-03-31 $4,008,928 67,343
2020-12-31 $3,705,070 66,746
2020-09-30 $2,898,112 57,027
2020-06-30 $767,983 12,953
2020-03-31 $565,748 10,277