Castleview Partners’s Evergy EVRG Stock Holding History

Castleview 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
2024 Q3	–	Sell	-4	Closed	-$212	–	657
2024 Q2	$212	Hold	4	–	–	﹤0.01%	883
2024 Q1	$214	Hold	4	–	–	﹤0.01%	864
2023 Q4	$209	Buy	+4	New	+$201	﹤0.01%	832

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castleview Partners's EVRG Position: Q3 2024 in Review

Castleview Partners sold out of Evergy (EVRG) in Q3 2024, closing a stake of 4 shares — an estimated $212 sold.

Castleview Partners first reported a position in EVRG in Q4 2023 and held it in 3 quarters. The position peaked at $214 in Q1 2024. 718 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Castleview Partners reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 4 Evergy shares in Q3 2024, an estimated $212.
Castleview Partners first reported a position in Evergy in Q4 2023 and held it in 3 quarters.
Castleview Partners's Evergy position peaked at $214 in Q1 2024.
718 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.