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Cetera Advisors’s Evergy EVRG Stock Holding History

Cetera Advisors’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
Q1 		$829K Buy
15,522
+5,844
+60% +$299K 0.01% 1251
2023
Q4 		$505K Buy
9,678
+4,378
+83% +$220K 0.01% 1120
2023
Q3 		$269K Sell
5,300
-810
-13% -$46K ﹤0.01% 1378
2023
Q2 		$357K Buy
6,110
+106
+2% +$6.4K 0.01% 1213
2023
Q1 		$367K Sell
6,004
-59
-1% -$3.59K 0.01% 1179
2022
Q4 		$382K Buy
6,063
+1,918
+46% +$115K 0.01% 1111
2022
Q3 		$246K Buy
4,145
+518
+14% +$34.9K 0.01% 1050
2022
Q2 		$237K Hold
3,627
– – 0.01% 1147
2022
Q1 		$248K Buy
3,627
+501
+16% +$32.3K ﹤0.01% 1201
2021
Q4 		$214K Sell
3,126
-525
-14% -$34.1K ﹤0.01% 1286
2021
Q3 		$227K Buy
+3,651
New +$239K ﹤0.01% 1250
2019
Q4 		– Sell
-3,254
Closed -$216K – 929
2019
Q3 		$216K Buy
+3,254
New +$206K 0.01% 803
2018
Q3 		– Sell
-3,541
Closed -$200K – 967
2018
Q2 		$200K Buy
+3,541
New +$190K 0.01% 806

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Cetera Advisors's EVRG Position: Q1 2024 in Review

Cetera Advisors increased its Evergy (EVRG) stake by 60% in Q1 2024, buying an estimated $299K and bringing the position to 15,522 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #1251.

Cetera Advisors first reported a position in EVRG in Q2 2018 and has held it in 13 quarters since. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Cetera Advisors held 15,522 shares of Evergy worth $829K as of Q1 2024.
  • Cetera Advisors bought 5,844 Evergy shares in Q1 2024, an estimated $299K.
  • Evergy made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1251 holding.
  • Cetera Advisors first reported a position in Evergy in Q2 2018 and has held it in 13 quarters since.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.