EAM
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Eagle Asset Management’s Evergy EVRG Stock Holding History

Eagle Asset Management’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 		$25.7M Buy
411,378
+948
+0.2% +$55.2K 0.13% 155
2024
Q2 		$21.6M Sell
410,430
-4,932
-1% -$262K 0.12% 170
2024
Q1 		$21.9M Sell
415,362
-1,703
-0.4% -$87K 0.11% 179
2023
Q4 		$21.8M Sell
417,065
-7,676
-2% -$386K 0.12% 180
2023
Q3 		$21.5M Sell
424,741
-10,386
-2% -$590K 0.13% 170
2023
Q2 		$25.4M Sell
435,127
-2,726
-0.6% -$165K 0.14% 157
2023
Q1 		$26.8M Buy
437,853
+6,074
+1% +$369K 0.16% 148
2022
Q4 		$27.2M Buy
431,779
+238,058
+123% +$14.3M 0.17% 149
2022
Q3 		$11.5M Sell
193,721
-1,146
-0.6% -$77.1K 0.08% 221
2022
Q2 		$12.7M Buy
194,867
+4,270
+2% +$290K 0.08% 217
2022
Q1 		$13M Buy
190,597
+27,475
+17% +$1.77M 0.07% 238
2021
Q4 		$11.2M Buy
+163,122
New +$10.6M 0.05% 292
2021
Q1 		– Sell
-44,092
Closed -$2.45M – 622
2020
Q4 		$2.45M Hold
44,092
– – 0.01% 415
2020
Q3 		$2.21M Hold
44,092
– – 0.01% 433
2020
Q2 		$2.61M Hold
44,092
– – 0.01% 423
2020
Q1 		$2.43M Sell
44,092
-1,603,108
-97% -$105M 0.02% 452
2019
Q4 		$107M Buy
1,647,200
+25,382
+2% +$1.62M 0.52% 56
2019
Q3 		$108M Buy
1,621,818
+205,670
+15% +$13M 0.56% 49
2019
Q2 		$85.2M Buy
1,416,148
+46,050
+3% +$2.69M 0.44% 79
2019
Q1 		$79.5M Buy
1,370,098
+382,601
+39% +$21.8M 0.42% 87
2018
Q4 		$56.1M Sell
987,497
-185,872
-16% -$10.7M 0.35% 109
2018
Q3 		$64.4M Buy
1,173,369
+262,630
+29% +$14.9M 0.31% 123
2018
Q2 		$51.1M Buy
+910,739
New +$48.8M 0.28% 142

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Asset Management's EVRG Position: Q3 2024 in Review

Eagle Asset Management increased its Evergy (EVRG) stake by 0.23% in Q3 2024, buying an estimated $55.2K and bringing the position to 411,378 shares worth $25.7M. The position accounts for 0.13% of the portfolio, ranked #155.

Eagle Asset Management first reported a position in EVRG in Q2 2018 and has held it in 23 quarters since. The position peaked at $108M in Q3 2019. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Eagle Asset Management held 411,378 shares of Evergy worth $25.7M as of Q3 2024.
  • Eagle Asset Management bought 948 Evergy shares in Q3 2024, an estimated $55.2K.
  • Evergy made up 0.13% of Eagle Asset Management's portfolio in Q3 2024, its #155 holding.
  • Eagle Asset Management first reported a position in Evergy in Q2 2018 and has held it in 23 quarters since.
  • Eagle Asset Management's Evergy position peaked at $108M in Q3 2019.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.