CT
EVRG icon

Cambridge Trust’s Evergy EVRG Stock Holding History

Cambridge Trust’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
Q1 		$20K Hold
375
– – ﹤0.01% 522
2023
Q4 		$19.6K Hold
375
– – ﹤0.01% 510
2023
Q3 		$19K Hold
375
– – ﹤0.01% 507
2023
Q2 		$21.9K Hold
375
– – ﹤0.01% 516
2023
Q1 		$22.9K Hold
375
– – ﹤0.01% 535
2022
Q4 		$24K Sell
375
-8
-2% -$480 ﹤0.01% 532
2022
Q3 		$23K Buy
383
+8
+2% +$538 ﹤0.01% 551
2022
Q2 		$24K Sell
375
-52
-12% -$3.53K ﹤0.01% 585
2022
Q1 		$29K Hold
427
– – ﹤0.01% 621
2021
Q4 		$29K Buy
+427
New +$27.8K ﹤0.01% 623

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Cambridge Trust's EVRG Position: Q1 2024 in Review

Cambridge Trust held its Evergy (EVRG) position steady in Q1 2024 at 375 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Cambridge Trust first reported a position in EVRG in Q4 2021 and has held it in 10 quarters since. The position peaked at $29K in Q1 2022. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Cambridge Trust held 375 shares of Evergy worth $20K as of Q1 2024.
  • Cambridge Trust left its Evergy share count unchanged in Q1 2024.
  • Evergy made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #522 holding.
  • Cambridge Trust first reported a position in Evergy in Q4 2021 and has held it in 10 quarters since.
  • Cambridge Trust's Evergy position peaked at $29K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.