CCMD
EVRG icon

Cypress Capital Management (Delaware)’s Evergy EVRG Stock Holding History

Cypress Capital Management (Delaware)’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
2022
Q4 		– Sell
-148,300
Closed -$8.81M – 57
2022
Q3 		$8.81M Sell
148,300
-27,516
-16% -$1.85M 1.63% 18
2022
Q2 		$11.5M Sell
175,816
-980
-0.6% -$66.5K 1.71% 18
2022
Q1 		$12.1M Sell
176,796
-990
-0.6% -$63.9K 1.52% 20
2021
Q4 		$12.2M Buy
177,786
+741
+0.4% +$48.2K 1.38% 24
2021
Q3 		$10.7M Hold
177,045
– – 1.41% 26
2021
Q2 		$10.7M Sell
177,045
-500
-0.3% -$31.3K 1.41% 26
2021
Q1 		$10.6M Sell
177,545
-30,670
-15% -$1.7M 1.45% 24
2020
Q4 		$11.6M Buy
208,215
+915
+0.4% +$50.2K 1.58% 22
2020
Q3 		$10.5M Buy
207,300
+5,305
+3% +$297K 1.62% 20
2020
Q2 		$12M Buy
201,995
+2,890
+1% +$171K 1.95% 15
2020
Q1 		$11M Sell
199,105
-6,550
-3% -$430K 2.15% 14
2019
Q4 		$13.4M Sell
205,655
-50
-0% -$3.19K 2.05% 13
2019
Q3 		$13.7M Buy
205,705
+15,800
+8% +$999K 2.24% 12
2019
Q2 		$11.4M Buy
189,905
+4,975
+3% +$291K 1.98% 15
2019
Q1 		$10.7M Buy
184,930
+5,030
+3% +$286K 1.99% 20
2018
Q4 		$10.2M Sell
179,900
-1,625
-0.9% -$93.8K 2.11% 15
2018
Q3 		$9.97M Buy
181,525
+1,300
+0.7% +$73.5K 1.74% 27
2018
Q2 		$10.1M Buy
+180,225
New +$9.65M 1.93% 25

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cypress Capital Management (Delaware)'s EVRG Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Evergy (EVRG) in Q4 2022, closing a stake of 148,300 shares — an estimated $8.81M sold.

Cypress Capital Management (Delaware) first reported a position in EVRG in Q2 2018 and held it in 18 quarters. The position peaked at $13.7M in Q3 2019. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 148,300 Evergy shares in Q4 2022, an estimated $8.81M.
  • Cypress Capital Management (Delaware) first reported a position in Evergy in Q2 2018 and held it in 18 quarters.
  • Cypress Capital Management (Delaware)'s Evergy position peaked at $13.7M in Q3 2019.
  • 684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.