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Beach Investment Counsel’s Evergy EVRG Stock Holding History

Beach Investment Counsel’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
-873
Closed -$54K – 153
2024
Q3 		$54K Hold
873
– – 0.01% 172
2024
Q2 		$46K Buy
+873
New +$46.4K 0.01% 182
2019
Q4 		– Sell
-25,423
Closed -$1.69M – 143
2019
Q3 		$1.69M Hold
25,423
– – 0.19% 77
2019
Q2 		$1.53M Hold
25,423
– – 0.18% 79
2019
Q1 		$1.48M Sell
25,423
-169,488
-87% -$9.65M 0.17% 79
2018
Q4 		$11.2M Sell
194,911
-8,292
-4% -$479K 1.35% 21
2018
Q3 		$11.2M Buy
203,203
+1,989
+1% +$113K 1.1% 31
2018
Q2 		$11.3M Buy
+201,214
New +$10.8M 1.18% 24

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beach Investment Counsel's EVRG Position: Q4 2024 in Review

Beach Investment Counsel sold out of Evergy (EVRG) in Q4 2024, closing a stake of 873 shares — an estimated $54K sold.

Beach Investment Counsel first reported a position in EVRG in Q2 2018 and held it in 8 quarters. The position peaked at $11.3M in Q2 2018. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Beach Investment Counsel reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 873 Evergy shares in Q4 2024, an estimated $54K.
  • Beach Investment Counsel first reported a position in Evergy in Q2 2018 and held it in 8 quarters.
  • Beach Investment Counsel's Evergy position peaked at $11.3M in Q2 2018.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.