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EVRG icon

BP’s Evergy EVRG Stock Holding History

BP’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
2021
Q3 		– Sell
-6,216
Closed -$376K – 190
2021
Q2 		$376K Sell
6,216
-2,387
-28% -$149K 0.02% 488
2021
Q1 		$512K Sell
8,603
-2,342
-21% -$130K 0.02% 465
2020
Q4 		$607K Sell
10,945
-10,355
-49% -$568K 0.02% 452
2020
Q3 		$1.08M Sell
21,300
-1,700
-7% -$95K 0.03% 408
2020
Q2 		$1.36M Hold
23,000
– – 0.05% 363
2020
Q1 		$1.27M Buy
+23,000
New +$1.51M 0.05% 330
2019
Q4 		– Sell
-24,500
Closed -$1.63M – 527
2019
Q3 		$1.63M Sell
24,500
-5,500
-18% -$348K 0.06% 328
2019
Q2 		$1.8M Sell
30,000
-1,000
-3% -$58.5K 0.07% 309
2019
Q1 		$1.8M Hold
31,000
– – 0.07% 287
2018
Q4 		$1.76M Buy
+31,000
New +$1.79M 0.07% 268

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return