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Cassady Schiller Wealth Management’s Evergy EVRG Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$308 Buy
+5
New +$309 ﹤0.01% 1042

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's EVRG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Evergy (EVRG) in Q4 2024: 5 shares worth $308. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings.

775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Cassady Schiller Wealth Management held 5 shares of Evergy worth $308 as of Q4 2024.
  • Evergy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Evergy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1042 holding.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.