Dividend Assets Capital’s Evergy EVRG Stock Holding History

Dividend Assets 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
2024 Q1	–	Sell	-400	Closed	-$21K	–	217
2023 Q4	$21K	Hold	400	–	–	﹤0.01%	323
2023 Q3	$20K	Sell	400 -36	-8%	-$2.04K	﹤0.01%	335
2023 Q2	$25K	Hold	436	–	–	0.01%	324
2023 Q1	$27K	Hold	436	–	–	0.01%	345
2022 Q4	$27K	Hold	436	–	–	0.01%	345
2022 Q3	$26K	Sell	436 -109	-20%	-$7.33K	0.01%	343
2022 Q2	$36K	Hold	545	–	–	0.01%	322
2022 Q1	$37K	Sell	545 -72	-12%	-$4.64K	0.01%	321
2021 Q4	$42K	Sell	617 -300	-33%	-$19.5K	0.01%	310
2021 Q3	$57K	Hold	917	–	–	0.01%	286
2021 Q2	$55K	Hold	917	–	–	0.01%	295
2021 Q1	$55K	Hold	917	–	–	0.01%	284
2020 Q4	$51K	Buy	+917	New	+$50.3K	0.01%	290

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dividend Assets Capital's EVRG Position: Q1 2024 in Review

Dividend Assets Capital sold out of Evergy (EVRG) in Q1 2024, closing a stake of 400 shares — an estimated $21K sold.

Dividend Assets Capital first reported a position in EVRG in Q4 2020 and held it in 13 quarters. The position peaked at $57K in Q3 2021. 693 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

Dividend Assets Capital reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 400 Evergy shares in Q1 2024, an estimated $21K.
Dividend Assets Capital first reported a position in Evergy in Q4 2020 and held it in 13 quarters.
Dividend Assets Capital's Evergy position peaked at $57K in Q3 2021.
693 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.