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Covalis Capital’s Evergy EVRG Stock Holding History

Covalis Capital’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
-113,551
Closed -$7.04M – 70
2024
Q3 		$7.04M Sell
113,551
-344,646
-75% -$20.1M 0.99% 28
2024
Q2 		$24.3M Buy
+458,197
New +$24.4M 3.3% 7
2023
Q4 		– Sell
-199,831
Closed -$10.1M – 64
2023
Q3 		$10.1M Buy
+199,831
New +$11.3M 1.79% 18
2021
Q2 		– Sell
-1,440,169
Closed -$85.7M – 135
2021
Q1 		$85.7M Buy
1,440,169
+129,141
+10% +$7.15M 17.59% 1
2020
Q4 		$72.8M Buy
1,311,028
+383,097
+41% +$21M 15.62% 2
2020
Q3 		$47.2M Buy
927,931
+32,315
+4% +$1.81M 20.04% 1
2020
Q2 		$53.1M Buy
+895,616
New +$53M 20.29% 3
2019
Q3 		– Sell
-64,000
Closed -$3.85M – 14
2019
Q2 		$3.85M Buy
+64,000
New +$3.74M 2.63% 6
2018
Q4 		– Sell
-270,640
Closed -$14.9M – 14
2018
Q3 		$14.9M Sell
270,640
-96,573
-26% -$5.46M 7.1% 5
2018
Q2 		$20.6M Buy
+367,213
New +$19.7M 10.68% 2

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

Covalis Capital's EVRG Position: Q4 2024 in Review

Covalis Capital sold out of Evergy (EVRG) in Q4 2024, closing a stake of 113,551 shares — an estimated $7.04M sold.

Covalis Capital first reported a position in EVRG in Q2 2018 and held it in 10 quarters. The position peaked at $85.7M in Q1 2021. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Covalis Capital reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Covalis Capital sold 113,551 Evergy shares in Q4 2024, an estimated $7.04M.
  • Covalis Capital first reported a position in Evergy in Q2 2018 and held it in 10 quarters.
  • Covalis Capital's Evergy position peaked at $85.7M in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Covalis Capital's 13F filing for Q4 2024, filed 13 Feb 2025.