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Epoch Investment Partners’s Evergy EVRG Stock Holding History

Epoch Investment 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
2024
Q1 		– Sell
-941,612
Closed -$49.2M – 419
2023
Q4 		$49.2M Sell
941,612
-330,648
-26% -$16.6M 0.22% 164
2023
Q3 		$64.5M Sell
1,272,260
-408,629
-24% -$23.2M 0.41% 74
2023
Q2 		$98.2M Sell
1,680,889
-50,121
-3% -$3.03M 0.57% 51
2023
Q1 		$106M Buy
1,731,010
+75,080
+5% +$4.57M 0.63% 43
2022
Q4 		$104M Sell
1,655,930
-36,349
-2% -$2.18M 0.62% 43
2022
Q3 		$101M Buy
1,692,279
+57,579
+4% +$3.87M 0.66% 45
2022
Q2 		$107M Sell
1,634,700
-33,043
-2% -$2.24M 0.62% 45
2022
Q1 		$114M Buy
1,667,743
+56,824
+4% +$3.67M 0.56% 50
2021
Q4 		$111M Sell
1,610,919
-146,507
-8% -$9.52M 0.56% 52
2021
Q3 		$109M Sell
1,757,426
-52,084
-3% -$3.42M 0.61% 47
2021
Q2 		$109M Sell
1,809,510
-240,298
-12% -$15M 0.59% 54
2021
Q1 		$122M Buy
2,049,808
+394,629
+24% +$21.8M 0.57% 58
2020
Q4 		$91.9M Buy
1,655,179
+235,267
+17% +$12.9M 0.42% 90
2020
Q3 		$72.2M Buy
1,419,912
+1,169,494
+467% +$65.4M 0.36% 101
2020
Q2 		$14.8M Sell
250,418
-49,100
-16% -$2.91M 0.08% 184
2020
Q1 		$16.5M Sell
299,518
-1,717
-0.6% -$113K 0.1% 166
2019
Q4 		$19.6M Buy
301,235
+5,802
+2% +$370K 0.08% 157
2019
Q3 		$19.7M Sell
295,433
-3,095
-1% -$196K 0.09% 154
2019
Q2 		$18M Buy
298,528
+39,175
+15% +$2.29M 0.08% 159
2019
Q1 		$15.1M Sell
259,353
-6,548
-2% -$373K 0.07% 177
2018
Q4 		$15.1M Sell
265,901
-17,104
-6% -$987K 0.07% 192
2018
Q3 		$15.5M Sell
283,005
-12,921
-4% -$731K 0.06% 199
2018
Q2 		$16.6M Buy
+295,926
New +$15.9M 0.05% 203

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Epoch Investment Partners's EVRG Position: Q1 2024 in Review

Epoch Investment Partners sold out of Evergy (EVRG) in Q1 2024, closing a stake of 941,612 shares — an estimated $49.2M sold.

Epoch Investment Partners first reported a position in EVRG in Q2 2018 and held it in 23 quarters. The position peaked at $122M in Q1 2021. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Epoch Investment Partners reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 941,612 Evergy shares in Q1 2024, an estimated $49.2M.
  • Epoch Investment Partners first reported a position in Evergy in Q2 2018 and held it in 23 quarters.
  • Epoch Investment Partners's Evergy position peaked at $122M in Q1 2021.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Epoch Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.