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Elliott Investment Management’s Evergy EVRG Stock Holding History

Elliott Investment 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
2022
Q2 		– Sell
-2,244,765
Closed -$153M – 44
2022
Q1 		$153M Sell
2,244,765
-7,173,712
-76% -$463M 1.53% 19
2021
Q4 		$646M Sell
9,418,477
-1,123,437
-11% -$73M 5.72% 5
2021
Q3 		$656M Hold
10,541,914
– – 4.7% 5
2021
Q2 		$637M Hold
10,541,914
– – 4.9% 6
2021
Q1 		$628M Hold
10,541,914
– – 4.67% 4
2020
Q4 		$585M Buy
+10,541,914
New +$578M 5.71% 5

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Elliott Investment Management's EVRG Position: Q2 2022 in Review

Elliott Investment Management sold out of Evergy (EVRG) in Q2 2022, closing a stake of 2,244,765 shares — an estimated $153M sold.

Elliott Investment Management first reported a position in EVRG in Q4 2020 and held it in 6 quarters. The position peaked at $656M in Q3 2021. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Elliott Investment Management reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • Elliott Investment Management sold 2,244,765 Evergy shares in Q2 2022, an estimated $153M.
  • Elliott Investment Management first reported a position in Evergy in Q4 2020 and held it in 6 quarters.
  • Elliott Investment Management's Evergy position peaked at $656M in Q3 2021.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Elliott Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.