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Buckingham Strategic Wealth’s Evergy EVRG Stock Holding History

Buckingham Strategic Wealth’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 		$231K Buy
+4,365
New +$232K ﹤0.01% 666

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Buckingham Strategic Wealth's EVRG Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Evergy (EVRG) in Q2 2024: 4,365 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Buckingham Strategic Wealth held 4,365 shares of Evergy worth $231K as of Q2 2024.
  • Evergy was a new Buckingham Strategic Wealth position in Q2 2024.
  • Evergy made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #666 holding.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.