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Arete Wealth Advisors’s Evergy EVRG Stock Holding History

Arete Wealth 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
2024
Q1 		– Sell
-7,017
Closed -$366K – 481
2023
Q4 		$366K Sell
7,017
-258
-4% -$13K 0.03% 488
2023
Q3 		$369K Buy
7,275
+163
+2% +$9.25K 0.06% 300
2023
Q2 		$415K Buy
7,112
+428
+6% +$25.8K 0.04% 406
2023
Q1 		$409K Buy
6,684
+651
+11% +$39.6K 0.03% 392
2022
Q4 		$380K Buy
6,033
+1,139
+23% +$68.4K 0.03% 391
2022
Q3 		$291K Buy
4,894
+320
+7% +$21.5K 0.03% 409
2022
Q2 		$298K Buy
4,574
+565
+14% +$38.3K 0.03% 335
2022
Q1 		$274K Buy
4,009
+576
+17% +$37.2K 0.02% 402
2021
Q4 		$234K Buy
+3,433
New +$223K 0.02% 437
2019
Q4 		– Sell
-3,329
Closed -$222K – 398
2019
Q3 		$222K Buy
+3,329
New +$211K 0.04% 349

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Arete Wealth Advisors's EVRG Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Evergy (EVRG) in Q1 2024, closing a stake of 7,017 shares — an estimated $366K sold.

Arete Wealth Advisors first reported a position in EVRG in Q3 2019 and held it in 10 quarters. The position peaked at $415K in Q2 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Arete Wealth Advisors reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,017 Evergy shares in Q1 2024, an estimated $366K.
  • Arete Wealth Advisors first reported a position in Evergy in Q3 2019 and held it in 10 quarters.
  • Arete Wealth Advisors's Evergy position peaked at $415K in Q2 2023.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.