Curi RMB Capital’s Evergy EVRG Stock Holding History

Curi RMB 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
2023 Q4	–	Sell	-4,761	Closed	-$241K	–	515
2023 Q3	$241K	Sell	4,761 -90	-2%	-$5.11K	0.01%	454
2023 Q2	$283K	Buy	+4,851	New	+$293K	0.01%	444

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Curi RMB Capital's EVRG Position: Q4 2023 in Review

Curi RMB Capital sold out of Evergy (EVRG) in Q4 2023, closing a stake of 4,761 shares — an estimated $241K sold.

Curi RMB Capital first reported a position in EVRG in Q2 2023 and held it in 2 quarters. The position peaked at $283K in Q2 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Curi RMB Capital reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
Curi RMB Capital sold 4,761 Evergy shares in Q4 2023, an estimated $241K.
Curi RMB Capital first reported a position in Evergy in Q2 2023 and held it in 2 quarters.
Curi RMB Capital's Evergy position peaked at $283K in Q2 2023.
704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Curi RMB Capital's 13F filing for Q4 2023, filed 14 Feb 2024.