FinTrust Capital Advisors’s Evergy EVRG Stock Holding History

FinTrust Capital 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	$209K	Buy	3,364 +200	+6%	+$11.6K	0.04%	308
2024 Q2	$168K	Hold	3,164	–	–	0.03%	315
2024 Q1	$169K	Hold	3,164	–	–	0.03%	306
2023 Q4	$165K	Buy	3,164 +2,617	+478%	+$132K	0.03%	297
2023 Q3	$27.7K	Buy	547 +193	+55%	+$11K	0.01%	598
2023 Q2	$22.3K	Hold	354	–	–	0.01%	627
2023 Q1	$22.3K	Hold	354	–	–	0.01%	624
2022 Q4	$22.3K	Hold	354	–	–	0.01%	622
2022 Q3	$21K	Hold	354	–	–	0.01%	707
2022 Q2	$23K	Hold	354	–	–	0.01%	699
2022 Q1	$24K	Sell	354 -119	-25%	-$7.68K	0.01%	713
2021 Q4	$32K	Hold	473	–	–	0.01%	622
2021 Q3	$29K	Buy	473 +119	+34%	+$7.8K	0.01%	648
2021 Q2	$21K	Hold	354	–	–	0.01%	749
2021 Q1	$21K	Hold	354	–	–	0.01%	703
2020 Q4	$20K	Hold	354	–	–	0.01%	680
2020 Q3	$18K	Hold	354	–	–	﹤0.01%	672
2020 Q2	$21K	Hold	354	–	–	0.01%	615
2020 Q1	$19K	Hold	354	–	–	0.01%	628
2019 Q4	$23K	Hold	354	–	–	0.01%	604
2019 Q3	$24K	Hold	354	–	–	0.01%	615
2019 Q2	$21K	Hold	354	–	–	0.01%	593
2019 Q1	$21K	Sell	354 -624	-64%	-$35.5K	0.01%	596
2018 Q4	$55K	Buy	+978	New	+$56.5K	0.03%	363

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

FinTrust Capital Advisors's EVRG Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Evergy (EVRG) stake by 6.3% in Q3 2024, buying an estimated $11.6K and bringing the position to 3,364 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #308.

FinTrust Capital Advisors first reported a position in EVRG in Q4 2018 and has held it in 24 quarters since. 718 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

FinTrust Capital Advisors held 3,364 shares of Evergy worth $209K as of Q3 2024.
FinTrust Capital Advisors bought 200 Evergy shares in Q3 2024, an estimated $11.6K.
Evergy made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #308 holding.
FinTrust Capital Advisors first reported a position in Evergy in Q4 2018 and has held it in 24 quarters since.
718 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.