CGPCS
EVRG icon

Capital Group Private Client Services’s Evergy EVRG Stock Holding History

Capital Group Private Client Services’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
2023
Q4 		– Sell
-44,540
Closed -$2.26M – 254
2023
Q3 		$2.26M Sell
44,540
-1,021
-2% -$58K 0.03% 175
2023
Q2 		$2.66M Sell
45,561
-28,636
-39% -$1.73M 0.03% 171
2023
Q1 		$4.53M Sell
74,197
-83,055
-53% -$5.05M 0.06% 150
2022
Q4 		$9.9M Sell
157,252
-24,824
-14% -$1.49M 0.12% 135
2022
Q3 		$10.8M Buy
182,076
+138,073
+314% +$9.29M 0.15% 126
2022
Q2 		$2.87M Buy
44,003
+12,667
+40% +$859K 0.04% 172
2022
Q1 		$2.14M Buy
+31,336
New +$2.02M 0.02% 185

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Group Private Client Services's EVRG Position: Q4 2023 in Review

Capital Group Private Client Services sold out of Evergy (EVRG) in Q4 2023, closing a stake of 44,540 shares — an estimated $2.26M sold.

Capital Group Private Client Services first reported a position in EVRG in Q1 2022 and held it in 7 quarters. The position peaked at $10.8M in Q3 2022. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Capital Group Private Client Services reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Capital Group Private Client Services sold 44,540 Evergy shares in Q4 2023, an estimated $2.26M.
  • Capital Group Private Client Services first reported a position in Evergy in Q1 2022 and held it in 7 quarters.
  • Capital Group Private Client Services's Evergy position peaked at $10.8M in Q3 2022.
  • 705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Capital Group Private Client Services's 13F filing for Q4 2023, filed 13 Feb 2024.