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Freedom Investment Management’s Evergy EVRG Stock Holding History

Freedom 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
2024
Q2 		– Sell
-11,607
Closed -$620K – 811
2024
Q1 		$620K Sell
11,607
-6,665
-36% -$341K 0.05% 384
2023
Q4 		$954K Sell
18,272
-3,825
-17% -$193K 0.08% 263
2023
Q3 		$1.12M Sell
22,097
-3,681
-14% -$209K 0.14% 179
2023
Q2 		$1.51M Sell
25,778
-2,176
-8% -$131K 0.17% 143
2023
Q1 		$1.71M Buy
27,954
+4,024
+17% +$245K 0.19% 135
2022
Q4 		$1.51M Sell
23,930
-1,063
-4% -$63.8K 0.17% 158
2022
Q3 		$1.48M Buy
24,993
+1,325
+6% +$89.1K 0.17% 152
2022
Q2 		$1.54M Buy
23,668
+6,171
+35% +$419K 0.16% 163
2022
Q1 		$1.2M Buy
17,497
+12,966
+286% +$836K 0.11% 244
2021
Q4 		$311K Buy
4,531
+34
+0.8% +$2.21K 0.02% 662
2021
Q3 		$280K Buy
4,497
+273
+6% +$17.9K 0.02% 651
2021
Q2 		$255K Buy
4,224
+22
+0.5% +$1.38K 0.02% 747
2021
Q1 		$250K Sell
4,202
-2,426
-37% -$134K 0.02% 717
2020
Q4 		$368K Sell
6,628
-539
-8% -$29.6K 0.04% 422
2020
Q3 		$364K Sell
7,167
-181
-2% -$10.1K 0.04% 367
2020
Q2 		$436K Buy
7,348
+1,153
+19% +$68.3K 0.05% 307
2020
Q1 		$439K Buy
6,195
+44
+0.7% +$2.89K 0.04% 376
2019
Q4 		$400K Sell
6,151
-247
-4% -$15.8K 0.04% 396
2019
Q3 		$426K Buy
6,398
+2,033
+47% +$129K 0.04% 399
2019
Q2 		$263K Sell
4,365
-802
-16% -$46.9K 0.02% 567
2019
Q1 		$300K Sell
5,167
-1,622
-24% -$92.3K 0.02% 518
2018
Q4 		$385K Sell
6,789
-1,182
-15% -$68.2K 0.03% 487
2018
Q3 		$458K Buy
7,971
+197
+3% +$11.1K 0.03% 552
2018
Q2 		$437K Buy
+7,774
New +$416K 0.03% 612

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
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

Freedom Investment Management's EVRG Position: Q2 2024 in Review

Freedom Investment Management sold out of Evergy (EVRG) in Q2 2024, closing a stake of 11,607 shares — an estimated $620K sold.

Freedom Investment Management first reported a position in EVRG in Q2 2018 and held it in 24 quarters. The position peaked at $1.71M in Q1 2023. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Freedom Investment Management reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 11,607 Evergy shares in Q2 2024, an estimated $620K.
  • Freedom Investment Management first reported a position in Evergy in Q2 2018 and held it in 24 quarters.
  • Freedom Investment Management's Evergy position peaked at $1.71M in Q1 2023.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.