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FORA Capital’s Evergy EVRG Stock Holding History

FORA Capital’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
Q2 		– Sell
-10,830
Closed -$578K – 421
2024
Q1 		$578K Sell
10,830
-43,657
-80% -$2.23M 0.05% 305
2023
Q4 		$2.84M Buy
54,487
+35,601
+189% +$1.79M 0.24% 117
2023
Q3 		$958K Buy
+18,886
New +$1.07M 0.08% 253
2023
Q2 		– Sell
-21,946
Closed -$1.34M – 436
2023
Q1 		$1.34M Buy
21,946
+17,840
+434% +$1.09M 0.13% 210
2022
Q4 		$258K Sell
4,106
-1,645
-29% -$98.8K 0.04% 400
2022
Q3 		$342K Buy
+5,751
New +$387K 0.07% 312
2021
Q4 		– Sell
-4,149
Closed -$258K – 363
2021
Q3 		$258K Buy
+4,149
New +$272K 0.07% 302
2020
Q4 		– Sell
-3,435
Closed -$175K – 981
2020
Q3 		$175K Sell
3,435
-1,522
-31% -$85.1K 0.11% 195
2020
Q2 		$294K Sell
4,957
-887
-15% -$52.5K 0.1% 261
2020
Q1 		$322K Sell
5,844
-36,680
-86% -$2.41M 0.07% 326
2019
Q4 		$2.77M Buy
+42,524
New +$2.71M 0.28% 78

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

FORA Capital's EVRG Position: Q2 2024 in Review

FORA Capital sold out of Evergy (EVRG) in Q2 2024, closing a stake of 10,830 shares — an estimated $578K sold.

FORA Capital first reported a position in EVRG in Q4 2019 and held it in 11 quarters. The position peaked at $2.84M in Q4 2023. 700 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • FORA Capital reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • FORA Capital sold 10,830 Evergy shares in Q2 2024, an estimated $578K.
  • FORA Capital first reported a position in Evergy in Q4 2019 and held it in 11 quarters.
  • FORA Capital's Evergy position peaked at $2.84M in Q4 2023.
  • 700 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on FORA Capital's 13F filing for Q2 2024, filed 13 Aug 2024.