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Catalyst Funds Management’s Evergy EVRG Stock Holding History

Catalyst Funds 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 		– Sell
-2,000
Closed -$124K – 642
2024
Q3 		$124K Buy
2,000
+1,400
+233% +$81.5K 0.03% 439
2024
Q2 		$31.8K Buy
+600
New +$31.9K 0.01% 541

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

Catalyst Funds Management's EVRG Position: Q4 2024 in Review

Catalyst Funds Management sold out of Evergy (EVRG) in Q4 2024, closing a stake of 2,000 shares — an estimated $124K sold.

Catalyst Funds Management first reported a position in EVRG in Q2 2024 and held it in 2 quarters. The position peaked at $124K in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Catalyst Funds Management reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 2,000 Evergy shares in Q4 2024, an estimated $124K.
  • Catalyst Funds Management first reported a position in Evergy in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Evergy position peaked at $124K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.