Delap Wealth Advisory’s Evergy EVRG Stock Holding History

Delap Wealth Advisory’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 Q3	–	Sell	-8,697	Closed	-$461K	–	77
2024 Q2	$461K	Buy	8,697 +3,941	+83%	+$210K	0.21%	47
2024 Q1	$254K	Buy	+4,756	New	+$243K	0.1%	191

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Delap Wealth Advisory's EVRG Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Evergy (EVRG) in Q3 2024, closing a stake of 8,697 shares — an estimated $461K sold.

Delap Wealth Advisory first reported a position in EVRG in Q1 2024 and held it in 2 quarters. The position peaked at $461K in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Delap Wealth Advisory reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 8,697 Evergy shares in Q3 2024, an estimated $461K.
Delap Wealth Advisory first reported a position in Evergy in Q1 2024 and held it in 2 quarters.
Delap Wealth Advisory's Evergy position peaked at $461K in Q2 2024.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.