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Edmonds Duncan Registered Investment Advisors’s Evergy EVRG Stock Holding History

Edmonds Duncan Registered Investment 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 		$891K Buy
14,371
+12
+0.1% +$698 0.2% 58
2024
Q2 		$761K Hold
14,359
– – 0.19% 60
2024
Q1 		$766K Hold
14,359
– – 0.19% 58
2023
Q4 		$750K Hold
14,359
– – 0.19% 57
2023
Q3 		$728K Hold
14,359
– – 0.2% 60
2023
Q2 		$839K Sell
14,359
-1,141
-7% -$68.9K 0.25% 54
2023
Q1 		$947K Buy
15,500
+2
+0% +$122 0.29% 54
2022
Q4 		$975K Buy
15,498
+3
+0% +$180 0.32% 53
2022
Q3 		$920K Buy
15,495
+2
+0% +$135 0.33% 55
2022
Q2 		$1.01M Buy
15,493
+2
+0% +$136 0.35% 53
2022
Q1 		$1.06M Sell
15,491
-97
-0.6% -$6.26K 0.31% 57
2021
Q4 		$1.01M Sell
15,588
-277
-2% -$18K 0.27% 58
2021
Q3 		$987K Buy
15,865
+3
+0% +$197 0.3% 60
2021
Q2 		$959K Buy
15,862
+3
+0% +$188 0.3% 60
2021
Q1 		$944K Buy
15,859
+3
+0% +$166 0.31% 59
2020
Q4 		$876K Sell
15,856
-196
-1% -$10.8K 0.29% 61
2020
Q3 		$816K Buy
16,052
+104
+0.7% +$5.81K 0.34% 56
2020
Q2 		$946K Buy
15,948
+3
+0% +$178 0.41% 49
2020
Q1 		$878K Buy
15,945
+4
+0% +$263 0.45% 46
2019
Q4 		$1.04M Sell
15,941
-197
-1% -$12.6K 0.42% 48
2019
Q3 		$1.07M Hold
16,138
– – 0.45% 44
2019
Q2 		$971K Hold
16,138
– – 0.4% 44
2019
Q1 		$937K Hold
16,138
– – 0.39% 47
2018
Q4 		$916K Sell
16,138
-983
-6% -$56.7K 0.43% 45
2018
Q3 		$940K Hold
17,121
– – 0.38% 47
2018
Q2 		$961K Buy
+17,121
New +$917K 0.42% 47

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Edmonds Duncan Registered Investment Advisors's EVRG Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Evergy (EVRG) stake by 0.08% in Q3 2024, buying an estimated $698 and bringing the position to 14,371 shares worth $891K. The position accounts for 0.2% of the portfolio, ranked #58.

Edmonds Duncan Registered Investment Advisors first reported a position in EVRG in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.07M in Q3 2019. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 14,371 shares of Evergy worth $891K as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 12 Evergy shares in Q3 2024, an estimated $698.
  • Evergy made up 0.2% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #58 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Evergy in Q2 2018 and has held it in 26 quarters since.
  • Edmonds Duncan Registered Investment Advisors's Evergy position peaked at $1.07M in Q3 2019.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.