Clear Point Advisors’s Evergy EVRG Stock Holding History

Clear Point 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 Q4	–	Sell	-8	Closed	-$496	–	241
2024 Q3	$496	Hold	8	–	–	﹤0.01%	506
2024 Q2	$424	Hold	8	–	–	﹤0.01%	505
2024 Q1	$427	Hold	8	–	–	﹤0.01%	506
2023 Q4	$418	Buy	+8	New	+$403	﹤0.01%	493

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Point Advisors's EVRG Position: Q4 2024 in Review

Clear Point Advisors sold out of Evergy (EVRG) in Q4 2024, closing a stake of 8 shares — an estimated $496 sold.

Clear Point Advisors first reported a position in EVRG in Q4 2023 and held it in 4 quarters. The position peaked at $496 in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

Clear Point Advisors reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 8 Evergy shares in Q4 2024, an estimated $496.
Clear Point Advisors first reported a position in Evergy in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Evergy position peaked at $496 in Q3 2024.
775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.