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Colonial Trust Advisors’s Evergy EVRG Stock Holding History

Colonial Trust 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
-419
Closed -$26K – 714
2024
Q3 		$26K Hold
419
– – ﹤0.01% 405
2024
Q2 		$22.2K Sell
419
-3
-0.7% -$160 ﹤0.01% 416
2024
Q1 		$22.5K Sell
422
-7
-2% -$358 ﹤0.01% 450
2023
Q4 		$22.4K Sell
429
-17
-4% -$856 ﹤0.01% 399
2023
Q3 		$22.6K Sell
446
-10
-2% -$568 ﹤0.01% 411
2023
Q2 		$26.6K Sell
456
-141
-24% -$8.52K ﹤0.01% 403
2023
Q1 		$36.5K Sell
597
-2
-0.3% -$122 ﹤0.01% 366
2022
Q4 		$37.7K Buy
+599
New +$36K ﹤0.01% 360

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

Colonial Trust Advisors's EVRG Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Evergy (EVRG) in Q4 2024, closing a stake of 419 shares — an estimated $26K sold.

Colonial Trust Advisors first reported a position in EVRG in Q4 2022 and held it in 8 quarters. The position peaked at $37.7K in Q4 2022. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 419 Evergy shares in Q4 2024, an estimated $26K.
  • Colonial Trust Advisors first reported a position in Evergy in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's Evergy position peaked at $37.7K in Q4 2022.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.