CQS
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Credential Qtrade Securities’s Evergy EVRG Stock Holding History

Credential Qtrade Securities’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 		$776K Buy
14,539
+2,557
+21% +$131K 0.04% 174
2023
Q4 		$625K Buy
11,982
+3,319
+38% +$167K 0.04% 172
2023
Q3 		$439K Buy
8,663
+225
+3% +$12.8K 0.03% 183
2023
Q2 		$493K Buy
8,438
+3,097
+58% +$187K 0.03% 185
2023
Q1 		$326K Sell
5,341
-21
-0.4% -$1.28K 0.02% 209
2022
Q4 		$337K Sell
5,362
-117
-2% -$7.03K 0.02% 212
2022
Q3 		$325K Buy
5,479
+191
+4% +$12.8K 0.03% 192
2022
Q2 		$345K Buy
+5,288
New +$359K 0.02% 199

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Credential Qtrade Securities's EVRG Position: Q1 2024 in Review

Credential Qtrade Securities increased its Evergy (EVRG) stake by 21% in Q1 2024, buying an estimated $131K and bringing the position to 14,539 shares worth $776K. The position accounts for 0.04% of the portfolio, ranked #174.

Credential Qtrade Securities first reported a position in EVRG in Q2 2022 and has held it in 8 quarters since. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Credential Qtrade Securities held 14,539 shares of Evergy worth $776K as of Q1 2024.
  • Credential Qtrade Securities bought 2,557 Evergy shares in Q1 2024, an estimated $131K.
  • Evergy made up 0.04% of Credential Qtrade Securities's portfolio in Q1 2024, its #174 holding.
  • Credential Qtrade Securities first reported a position in Evergy in Q2 2022 and has held it in 8 quarters since.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.