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Coppell Advisory Solutions Corp’s Evergy EVRG Stock Holding History

Coppell Advisory Solutions Corp’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 		$671K Buy
+12,574
New +$643K 0.13% 134
2023
Q1 		$398K Buy
6,590
+604
+10% +$36.7K 0.13% 136
2022
Q4 		$377K Buy
+5,986
New +$360K 0.13% 127

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

Coppell Advisory Solutions Corp's EVRG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Evergy (EVRG) in Q1 2024: 12,574 shares worth $671K. The stake represents 0.13% of the portfolio and ranks #134 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in EVRG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in EVRG in Q4 2022 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 12,574 shares of Evergy worth $671K as of Q1 2024.
  • Evergy was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Evergy made up 0.13% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #134 holding.
  • Coppell Advisory Solutions Corp first reported a position in Evergy in Q4 2022 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.