FTDI
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First Trust Direct Indexing’s Evergy EVRG Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-10,418
Closed -$646K – 306
2024
Q3 		$646K Buy
10,418
+2,202
+27% +$128K 0.03% 466
2024
Q2 		$435K Buy
8,216
+783
+11% +$41.7K 0.03% 536
2024
Q1 		$397K Buy
7,433
+3,092
+71% +$158K 0.03% 538
2023
Q4 		$227K Buy
+4,341
New +$218K 0.02% 671
2022
Q3 		– Sell
-4,180
Closed -$273K – 657
2022
Q2 		$273K Buy
+4,180
New +$284K 0.04% 496
2021
Q1 		– Sell
-329
Closed -$18K – 576
2020
Q4 		$18K Buy
+329
New +$18.1K ﹤0.01% 865

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Direct Indexing's EVRG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Evergy (EVRG) in Q4 2024, closing a stake of 10,418 shares — an estimated $646K sold.

First Trust Direct Indexing first reported a position in EVRG in Q4 2020 and held it in 6 quarters. The position peaked at $646K in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,418 Evergy shares in Q4 2024, an estimated $646K.
  • First Trust Direct Indexing first reported a position in Evergy in Q4 2020 and held it in 6 quarters.
  • First Trust Direct Indexing's Evergy position peaked at $646K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.