DF
EVRG icon

Donoghue Forlines’s Evergy EVRG Stock Holding History

Donoghue Forlines’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
2021
Q1 		– Sell
-19,973
Closed -$1.11M – 245
2020
Q4 		$1.11M Buy
+19,973
New +$1.1M 0.21% 122
2019
Q4 		– Sell
-38,122
Closed -$2.54M – 168
2019
Q3 		$2.54M Buy
+38,122
New +$2.41M 0.36% 77

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donoghue Forlines's EVRG Position: Q1 2021 in Review

Donoghue Forlines sold out of Evergy (EVRG) in Q1 2021, closing a stake of 19,973 shares — an estimated $1.11M sold.

Donoghue Forlines first reported a position in EVRG in Q3 2019 and held it in 2 quarters. The position peaked at $2.54M in Q3 2019. 584 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

  • Donoghue Forlines reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
  • Donoghue Forlines sold 19,973 Evergy shares in Q1 2021, an estimated $1.11M.
  • Donoghue Forlines first reported a position in Evergy in Q3 2019 and held it in 2 quarters.
  • Donoghue Forlines's Evergy position peaked at $2.54M in Q3 2019.
  • 584 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Donoghue Forlines's 13F filing for Q1 2021, filed 14 May 2021.