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Duality Advisers’s Evergy EVRG Stock Holding History

Duality Advisers’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
-10,981
Closed -$573K – 642
2023
Q4 		$573K Sell
10,981
-66,513
-86% -$3.35M 0.06% 408
2023
Q3 		$3.93M Buy
+77,494
New +$4.4M 0.48% 42
2022
Q4 		– Sell
-5,313
Closed -$316K – 644
2022
Q3 		$316K Buy
+5,313
New +$357K 0.03% 452

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Duality Advisers's EVRG Position: Q1 2024 in Review

Duality Advisers sold out of Evergy (EVRG) in Q1 2024, closing a stake of 10,981 shares — an estimated $573K sold.

Duality Advisers first reported a position in EVRG in Q3 2022 and held it in 3 quarters. The position peaked at $3.93M in Q3 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Duality Advisers reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 10,981 Evergy shares in Q1 2024, an estimated $573K.
  • Duality Advisers first reported a position in Evergy in Q3 2022 and held it in 3 quarters.
  • Duality Advisers's Evergy position peaked at $3.93M in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.