Cullinan Associates’s Evergy EVRG Stock Holding History

Cullinan Associates’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	-14,000	Closed	-$857K	–	223
2024 Q3	$857K	Sell	14,000 -8,803	-39%	-$512K	0.05%	152
2024 Q2	$1.21M	Sell	22,803 -3,600	-14%	-$192K	0.07%	135
2024 Q1	$1.41M	Buy	+26,403	New	+$1.35M	0.08%	133

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cullinan Associates's EVRG Position: Q4 2024 in Review

Cullinan Associates sold out of Evergy (EVRG) in Q4 2024, closing a stake of 14,000 shares — an estimated $857K sold.

Cullinan Associates first reported a position in EVRG in Q1 2024 and held it in 3 quarters. The position peaked at $1.41M in Q1 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

Cullinan Associates reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
Cullinan Associates sold 14,000 Evergy shares in Q4 2024, an estimated $857K.
Cullinan Associates first reported a position in Evergy in Q1 2024 and held it in 3 quarters.
Cullinan Associates's Evergy position peaked at $1.41M in Q1 2024.
775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Cullinan Associates's 13F filing for Q4 2024, filed 24 Jan 2025.