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Cypress Capital Group’s Evergy EVRG Stock Holding History

Cypress Capital Group’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 		– Sell
-10,509
Closed -$549K – 298
2023
Q4 		$549K Buy
10,509
+1,747
+20% +$87.9K 0.07% 211
2023
Q3 		$444K Sell
8,762
-2
-0% -$114 0.06% 224
2023
Q2 		$512K Sell
8,764
-169
-2% -$10.2K 0.07% 216
2023
Q1 		$546K Buy
8,933
+674
+8% +$41K 0.08% 204
2022
Q4 		$520K Buy
8,259
+3,175
+62% +$191K 0.08% 208
2022
Q3 		$302K Buy
5,084
+212
+4% +$14.3K 0.05% 236
2022
Q2 		$318K Sell
4,872
-75
-2% -$5.09K 0.05% 239
2022
Q1 		$346K Sell
4,947
-2,816
-36% -$182K 0.04% 246
2021
Q4 		$533K Buy
7,763
+357
+5% +$23.2K 0.07% 211
2021
Q3 		$461K Sell
7,406
-457
-6% -$30K 0.06% 215
2021
Q2 		$475K Sell
7,863
-399
-5% -$25K 0.06% 209
2021
Q1 		$492K Buy
+8,262
New +$457K 0.07% 209

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

Cypress Capital Group's EVRG Position: Q1 2024 in Review

Cypress Capital Group sold out of Evergy (EVRG) in Q1 2024, closing a stake of 10,509 shares — an estimated $549K sold.

Cypress Capital Group first reported a position in EVRG in Q1 2021 and held it in 12 quarters. The position peaked at $549K in Q4 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Cypress Capital Group reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Cypress Capital Group sold 10,509 Evergy shares in Q1 2024, an estimated $549K.
  • Cypress Capital Group first reported a position in Evergy in Q1 2021 and held it in 12 quarters.
  • Cypress Capital Group's Evergy position peaked at $549K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Cypress Capital Group's 13F filing for Q1 2024, filed 8 May 2024.