Eagle Global Advisors’s Evergy EVRG Stock Holding History

Eagle Global Advisors’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	-17,808	Closed	-$943K	–	244
2024 Q2	$943K	Buy	+17,808	New	+$947K	0.05%	149

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

Eagle Global Advisors's EVRG Position: Q3 2024 in Review

Eagle Global Advisors sold out of Evergy (EVRG) in Q3 2024, closing a stake of 17,808 shares — an estimated $943K sold.

Eagle Global Advisors first reported a position in EVRG in Q2 2024 and held it in 1 quarter. The position peaked at $943K in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Eagle Global Advisors reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Eagle Global Advisors sold 17,808 Evergy shares in Q3 2024, an estimated $943K.
Eagle Global Advisors first reported a position in Evergy in Q2 2024 and held it in 1 quarter.
Eagle Global Advisors's Evergy position peaked at $943K in Q2 2024.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Eagle Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.