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Benjamin F. Edwards & Company’s Evergy EVRG Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$3.4M Buy
64,238
+16,152
+34% +$859K 0.06% 287
2024
Q1 		$2.57M Buy
48,086
+16,808
+54% +$859K 0.05% 315
2023
Q4 		$1.63M Buy
31,278
+7,728
+33% +$389K 0.03% 381
2023
Q3 		$1.19M Buy
23,550
+581
+3% +$33K 0.05% 335
2023
Q2 		$1.34M Buy
22,969
+19,048
+486% +$1.15M 0.05% 311
2023
Q1 		$240K Buy
3,921
+597
+18% +$36.3K 0.01% 660
2022
Q4 		$209K Buy
3,324
+2,049
+161% +$123K 0.01% 710
2022
Q3 		$76K Buy
1,275
+1,058
+488% +$71.2K ﹤0.01% 945
2022
Q2 		$14K Buy
217
+153
+239% +$10.4K ﹤0.01% 1307
2022
Q1 		$4K Hold
64
– – ﹤0.01% 1559
2021
Q4 		$4K Hold
64
– – ﹤0.01% 1550
2021
Q3 		$4K Buy
64
+20
+45% +$1.31K ﹤0.01% 1559
2021
Q2 		$3K Hold
44
– – ﹤0.01% 1577
2021
Q1 		$3K Hold
44
– – ﹤0.01% 1565
2020
Q4 		$2K Sell
44
-65
-60% -$3.57K ﹤0.01% 1525
2020
Q3 		$6K Hold
109
– – ﹤0.01% 1382
2020
Q2 		$6K Hold
109
– – ﹤0.01% 1376
2020
Q1 		$6K Hold
109
– – ﹤0.01% 1392
2019
Q4 		$7K Hold
109
– – ﹤0.01% 1510
2019
Q3 		$7K Sell
109
-322
-75% -$20.4K ﹤0.01% 1491
2019
Q2 		$26K Buy
431
+360
+507% +$21.1K ﹤0.01% 1115
2019
Q1 		$4K Sell
71
-46
-39% -$2.62K ﹤0.01% 1521
2018
Q4 		$7K Hold
117
– – ﹤0.01% 1371
2018
Q3 		$6K Hold
117
– – ﹤0.01% 1379
2018
Q2 		$7K Buy
+117
New +$6.27K ﹤0.01% 1341

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Benjamin F. Edwards & Company's EVRG Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Evergy (EVRG) stake by 34% in Q2 2024, buying an estimated $859K and bringing the position to 64,238 shares worth $3.4M. The position accounts for 0.06% of the portfolio, ranked #287.

Benjamin F. Edwards & Company first reported a position in EVRG in Q2 2018 and has held it in 25 quarters since. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Benjamin F. Edwards & Company held 64,238 shares of Evergy worth $3.4M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 16,152 Evergy shares in Q2 2024, an estimated $859K.
  • Evergy made up 0.06% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #287 holding.
  • Benjamin F. Edwards & Company first reported a position in Evergy in Q2 2018 and has held it in 25 quarters since.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.