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Alaska Permanent Fund’s Evergy EVRG Stock Holding History

Alaska Permanent Fund’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
2023
Q4 		– Sell
-404
Closed -$20.5K – 452
2023
Q3 		$20.5K Sell
404
-606
-60% -$34.4K ﹤0.01% 401
2023
Q2 		$59K Buy
+1,010
New +$61K ﹤0.01% 381
2022
Q4 		$1K Sell
12
-37
-76% -$2.22K ﹤0.01% 400
2022
Q3 		$3K Sell
49
-13
-21% -$875 ﹤0.01% 391
2022
Q2 		$4K Hold
62
– – ﹤0.01% 386
2022
Q1 		$4K Sell
62
-11
-15% -$710 ﹤0.01% 334
2021
Q4 		$5K Buy
+73
New +$4.75K ﹤0.01% 324

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alaska Permanent Fund's EVRG Position: Q4 2023 in Review

Alaska Permanent Fund sold out of Evergy (EVRG) in Q4 2023, closing a stake of 404 shares — an estimated $20.5K sold.

Alaska Permanent Fund first reported a position in EVRG in Q4 2021 and held it in 7 quarters. The position peaked at $59K in Q2 2023. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Alaska Permanent Fund reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Alaska Permanent Fund sold 404 Evergy shares in Q4 2023, an estimated $20.5K.
  • Alaska Permanent Fund first reported a position in Evergy in Q4 2021 and held it in 7 quarters.
  • Alaska Permanent Fund's Evergy position peaked at $59K in Q2 2023.
  • 705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Alaska Permanent Fund's 13F filing for Q4 2023, filed 2 Feb 2024.