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Capital International Inc’s Evergy EVRG Stock Holding History

Capital International Inc’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
-24,016
Closed -$1.22M – 332
2023
Q3 		$1.22M Sell
24,016
-251
-1% -$14.3K 0.02% 264
2023
Q2 		$1.42M Buy
24,267
+4,077
+20% +$246K 0.03% 266
2023
Q1 		$1.23M Sell
20,190
-861
-4% -$52.4K 0.02% 244
2022
Q4 		$1.32M Sell
21,051
-4,123
-16% -$248K 0.03% 243
2022
Q3 		$1.5M Buy
25,174
+19,108
+315% +$1.29M 0.03% 240
2022
Q2 		$396K Buy
6,066
+1,427
+31% +$96.8K 0.01% 273
2022
Q1 		$317K Buy
+4,639
New +$299K ﹤0.01% 286

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 International Inc's EVRG Position: Q4 2023 in Review

Capital International Inc sold out of Evergy (EVRG) in Q4 2023, closing a stake of 24,016 shares — an estimated $1.22M sold.

Capital International Inc first reported a position in EVRG in Q1 2022 and held it in 7 quarters. The position peaked at $1.5M in Q3 2022. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Capital International Inc reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Capital International Inc sold 24,016 Evergy shares in Q4 2023, an estimated $1.22M.
  • Capital International Inc first reported a position in Evergy in Q1 2022 and held it in 7 quarters.
  • Capital International Inc's Evergy position peaked at $1.5M in Q3 2022.
  • 705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Capital International Inc's 13F filing for Q4 2023, filed 13 Feb 2024.