Capital International Investors’s Evergy EVRG Stock Holding History

Capital International Investors’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	-2,787,742	Closed	-$141M	–	445
2023 Q3	$141M	Sell	2,787,742 -1,561,179	-36%	-$88.6M	0.04%	241
2023 Q2	$254M	Sell	4,348,921 -2,547,751	-37%	-$154M	0.06%	215
2023 Q1	$422M	Sell	6,896,672 -215,825	-3%	-$13.1M	0.11%	174
2022 Q4	$448M	Sell	7,112,497 -13,437,906	-65%	-$807M	0.12%	168
2022 Q3	$1.22B	Buy	20,550,403 +1,616,605	+9%	+$109M	0.36%	76
2022 Q2	$1.24B	Buy	18,933,798 +5,885,738	+45%	+$399M	0.34%	80
2022 Q1	$892M	Buy	13,048,060 +3,777,012	+41%	+$244M	0.2%	121
2021 Q4	$636M	Buy	9,271,048 +1,266,945	+16%	+$82.4M	0.13%	151
2021 Q3	$498M	Buy	+8,004,103	New	+$525M	0.11%	170

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors's EVRG Position: Q4 2023 in Review

Capital International Investors sold out of Evergy (EVRG) in Q4 2023, closing a stake of 2,787,742 shares — an estimated $141M sold.

Capital International Investors first reported a position in EVRG in Q3 2021 and held it in 9 quarters. The position peaked at $1.24B in Q2 2022. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Capital International Investors reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
Capital International Investors sold 2,787,742 Evergy shares in Q4 2023, an estimated $141M.
Capital International Investors first reported a position in Evergy in Q3 2021 and held it in 9 quarters.
Capital International Investors's Evergy position peaked at $1.24B in Q2 2022.
705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

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