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Baldwin Wealth Partners’s Evergy EVRG Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-20
Closed -$1.24K – 494
2024
Q3 		$1.24K Buy
+20
New +$1.16K ﹤0.01% 996

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Franklin Resources
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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's EVRG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Evergy (EVRG) in Q4 2024, closing a stake of 20 shares — an estimated $1.24K sold.

Baldwin Wealth Partners first reported a position in EVRG in Q3 2024 and held it in 1 quarter. The position peaked at $1.24K in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 20 Evergy shares in Q4 2024, an estimated $1.24K.
  • Baldwin Wealth Partners first reported a position in Evergy in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Evergy position peaked at $1.24K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.