Gables Capital Management’s Evergy EVRG Stock Holding History

Gables Capital 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	-75	Closed	-$4K	–	402
2024 Q1	$4K	Hold	75	–	–	﹤0.01%	359
2023 Q4	$3.92K	Sell	75 -25	-25%	-$1.26K	﹤0.01%	349
2023 Q3	$5.07K	Hold	100	–	–	﹤0.01%	322
2023 Q2	$5.84K	Hold	100	–	–	﹤0.01%	327
2023 Q1	$6.11K	Hold	100	–	–	﹤0.01%	321
2022 Q4	$6.29K	Hold	100	–	–	﹤0.01%	315
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	301
2022 Q2	$7K	Hold	100	–	–	0.01%	307
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	313
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	315
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	316
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	318
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	340
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	324
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	331
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	312
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	335
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	307
2019 Q3	$7K	Hold	100	–	–	0.01%	315
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	300
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	306
2018 Q4	$6K	Hold	100	–	–	0.01%	302
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	322
2018 Q2	$6K	Buy	+100	New	+$5.36K	﹤0.01%	313

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Gables Capital Management's EVRG Position: Q2 2024 in Review

Gables Capital Management sold out of Evergy (EVRG) in Q2 2024, closing a stake of 75 shares — an estimated $4K sold.

Gables Capital Management first reported a position in EVRG in Q2 2018 and held it in 24 quarters. The position peaked at $7K in Q2 2022. 700 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

Gables Capital Management reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
Gables Capital Management sold 75 Evergy shares in Q2 2024, an estimated $4K.
Gables Capital Management first reported a position in Evergy in Q2 2018 and held it in 24 quarters.
Gables Capital Management's Evergy position peaked at $7K in Q2 2022.
700 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Gables Capital Management's 13F filing for Q2 2024, filed 8 Aug 2024.