Carmel Capital Partners’s Evergy EVRG Stock Holding History

Carmel Capital Partners’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	-201	Closed	-$10.2K	–	318
2023 Q3	$10.2K	Buy	+201	New	+$11.4K	﹤0.01%	452

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Carmel Capital Partners's EVRG Position: Q4 2023 in Review

Carmel Capital Partners sold out of Evergy (EVRG) in Q4 2023, closing a stake of 201 shares — an estimated $10.2K sold.

Carmel Capital Partners first reported a position in EVRG in Q3 2023 and held it in 1 quarter. The position peaked at $10.2K in Q3 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Carmel Capital Partners reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 201 Evergy shares in Q4 2023, an estimated $10.2K.
Carmel Capital Partners first reported a position in Evergy in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Evergy position peaked at $10.2K in Q3 2023.
704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.