EARNEST Partners’s Evergy EVRG Stock Holding History

EARNEST Partners’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
2023 Q4	–	Sell	-174	Closed	-$8.82K	–	550
2023 Q3	$8.82K	Hold	174	–	–	﹤0.01%	672
2023 Q2	$10.2K	Hold	174	–	–	﹤0.01%	637
2023 Q1	$10.6K	Hold	174	–	–	﹤0.01%	610
2022 Q4	$10.9K	Hold	174	–	–	﹤0.01%	598
2022 Q3	$10K	Hold	174	–	–	﹤0.01%	584
2022 Q2	$11K	Hold	174	–	–	﹤0.01%	580
2022 Q1	$12K	Hold	174	–	–	﹤0.01%	602
2021 Q4	$12K	Hold	174	–	–	﹤0.01%	627
2021 Q3	$11K	Hold	174	–	–	﹤0.01%	627
2021 Q2	$11K	Hold	174	–	–	﹤0.01%	620
2021 Q1	$10K	Hold	174	–	–	﹤0.01%	627
2020 Q4	$10K	Hold	174	–	–	﹤0.01%	610
2020 Q3	$9K	Hold	174	–	–	﹤0.01%	589
2020 Q2	$10K	Hold	174	–	–	﹤0.01%	557
2020 Q1	$10K	Hold	174	–	–	﹤0.01%	505
2019 Q4	$11K	Hold	174	–	–	﹤0.01%	569
2019 Q3	$12K	Hold	174	–	–	﹤0.01%	541
2019 Q2	$10K	Hold	174	–	–	﹤0.01%	578
2019 Q1	$10K	Hold	174	–	–	﹤0.01%	574
2018 Q4	$10K	Hold	174	–	–	﹤0.01%	540
2018 Q3	$10K	Hold	174	–	–	﹤0.01%	580
2018 Q2	$10K	Buy	+174	New	+$9.32K	﹤0.01%	571

Other funds holding EVRG

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners's EVRG Position: Q4 2023 in Review

EARNEST Partners sold out of Evergy (EVRG) in Q4 2023, closing a stake of 174 shares — an estimated $8.82K sold.

EARNEST Partners first reported a position in EVRG in Q2 2018 and held it in 22 quarters. The position peaked at $12K in Q1 2022. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

EARNEST Partners reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 174 Evergy shares in Q4 2023, an estimated $8.82K.
EARNEST Partners first reported a position in Evergy in Q2 2018 and held it in 22 quarters.
EARNEST Partners's Evergy position peaked at $12K in Q1 2022.
705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.