CIP
EVRG icon

Convergence Investment Partners’s Evergy EVRG Stock Holding History

Convergence Investment 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
Q2 		– Sell
-6,999
Closed -$374K – 257
2024
Q1 		$374K Buy
+6,999
New +$358K 0.14% 170

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Convergence Investment Partners's EVRG Position: Q2 2024 in Review

Convergence Investment Partners sold out of Evergy (EVRG) in Q2 2024, closing a stake of 6,999 shares — an estimated $374K sold.

Convergence Investment Partners first reported a position in EVRG in Q1 2024 and held it in 1 quarter. The position peaked at $374K in Q1 2024. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Convergence Investment Partners reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 6,999 Evergy shares in Q2 2024, an estimated $374K.
  • Convergence Investment Partners first reported a position in Evergy in Q1 2024 and held it in 1 quarter.
  • Convergence Investment Partners's Evergy position peaked at $374K in Q1 2024.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Convergence Investment Partners's 13F filing for Q2 2024, filed 1 Aug 2024.