Ecofin Advisors’s Evergy EVRG Stock Holding History

Ecofin 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
2020 Q4	$5.07M	Sell	91,284 -11,097	-11%	-$609K	2.12%	17
2020 Q3	$5.2M	Buy	102,381 +709	+0.7%	+$39.6K	2.52%	16
2020 Q2	$6.03M	Buy	101,672 +38,186	+60%	+$2.26M	3.3%	10
2020 Q1	$3.49M	Sell	63,486 -381	-0.6%	-$25K	2.39%	18
2019 Q4	$4.16M	Buy	63,867 +329	+0.5%	+$21K	1.99%	18
2019 Q3	$4.23M	Sell	63,538 -1,685	-3%	-$107K	1.92%	17
2019 Q2	$3.92M	Sell	65,223 -7,247	-10%	-$424K	1.95%	17
2019 Q1	$4.21M	Buy	+72,470	New	+$4.12M	2.9%	11

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 $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Ecofin Advisors's EVRG Position: Q4 2020 in Review

Ecofin Advisors reduced its Evergy (EVRG) stake by 11% in Q4 2020, selling an estimated $609K and leaving 91,284 shares worth $5.07M. The position accounts for 2.12% of the portfolio, ranked #17.

Ecofin Advisors first reported a position in EVRG in Q1 2019 and has held it in 8 quarters since. The position peaked at $6.03M in Q2 2020. 594 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

Ecofin Advisors held 91,284 shares of Evergy worth $5.07M as of Q4 2020.
Ecofin Advisors sold 11,097 Evergy shares in Q4 2020, an estimated $609K.
Evergy made up 2.12% of Ecofin Advisors's portfolio in Q4 2020, its #17 holding.
Ecofin Advisors first reported a position in Evergy in Q1 2019 and has held it in 8 quarters since.
Ecofin Advisors's Evergy position peaked at $6.03M in Q2 2020.
594 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.