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Credit Suisse’s Evergy EVRG Stock Holding History

Credit Suisse’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 		$20.1M Buy
376,421
+14,945
+4% +$764K 0.02% 630
2023
Q4 		$18.9M Sell
361,476
-199,161
-36% -$10M 0.02% 678
2023
Q3 		$28.4M Buy
560,637
+198,101
+55% +$11.2M 0.03% 544
2023
Q2 		$21.2M Buy
362,536
+144,100
+66% +$8.7M 0.02% 646
2023
Q1 		$13.4M Sell
218,436
-5,961
-3% -$363K 0.01% 819
2022
Q4 		$14.1M Sell
224,397
-17,624
-7% -$1.06M 0.02% 783
2022
Q3 		$14.4M Sell
242,021
-2,578
-1% -$173K 0.02% 770
2022
Q2 		$16M Sell
244,599
-22,207
-8% -$1.51M 0.02% 760
2022
Q1 		$18.2M Sell
266,806
-4,295,340
-94% -$277M 0.02% 806
2021
Q4 		$313M Sell
4,562,146
-216,379
-5% -$14.1M 0.17% 106
2021
Q3 		$297M Buy
4,778,525
+260,144
+6% +$17.1M 0.16% 108
2021
Q2 		$274M Buy
4,518,381
+2,291,728
+103% +$143M 0.15% 133
2021
Q1 		$133M Buy
2,226,653
+1,923,125
+634% +$106M 0.07% 313
2020
Q4 		$16.8M Sell
303,528
-2,319,292
-88% -$127M 0.01% 1268
2020
Q3 		$133M Buy
2,622,820
+638,003
+32% +$35.7M 0.08% 268
2020
Q2 		$118M Sell
1,984,817
-175,290
-8% -$10.4M 0.08% 238
2020
Q1 		$119M Buy
2,160,107
+31,312
+1% +$2.06M 0.1% 182
2019
Q4 		$139M Buy
2,128,795
+1,672,043
+366% +$107M 0.1% 194
2019
Q3 		$30.4M Buy
456,752
+52,679
+13% +$3.33M 0.03% 688
2019
Q2 		$24.3M Buy
404,073
+31,941
+9% +$1.87M 0.02% 818
2019
Q1 		$21.6M Sell
372,132
-180,629
-33% -$10.3M 0.02% 822
2018
Q4 		$31.4M Buy
552,761
+20,416
+4% +$1.18M 0.03% 559
2018
Q3 		$29.2M Buy
532,345
+68,757
+15% +$3.89M 0.03% 673
2018
Q2 		$26M Buy
+463,588
New +$24.8M 0.03% 697

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

Credit Suisse's EVRG Position: Q1 2024 in Review

Credit Suisse increased its Evergy (EVRG) stake by 4.1% in Q1 2024, buying an estimated $764K and bringing the position to 376,421 shares worth $20.1M. The position accounts for 0.02% of the portfolio, ranked #630.

Credit Suisse first reported a position in EVRG in Q2 2018 and has held it in 24 quarters since. The position peaked at $313M in Q4 2021. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Credit Suisse held 376,421 shares of Evergy worth $20.1M as of Q1 2024.
  • Credit Suisse bought 14,945 Evergy shares in Q1 2024, an estimated $764K.
  • Evergy made up 0.02% of Credit Suisse's portfolio in Q1 2024, its #630 holding.
  • Credit Suisse first reported a position in Evergy in Q2 2018 and has held it in 24 quarters since.
  • Credit Suisse's Evergy position peaked at $313M in Q4 2021.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.