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Gilbert & Cook’s Evergy EVRG Stock Holding History

Gilbert & Cook’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
Q1 		– Sell
-7,008
Closed -$366K – 225
2023
Q4 		$366K Buy
7,008
+317
+5% +$16K 0.05% 173
2023
Q3 		$339K Buy
6,691
+618
+10% +$35.1K 0.05% 169
2023
Q2 		$355K Buy
6,073
+397
+7% +$24K 0.06% 150
2023
Q1 		$347K Buy
5,676
+77
+1% +$4.68K 0.06% 150
2022
Q4 		$352K Buy
5,599
+94
+2% +$5.64K 0.06% 152
2022
Q3 		$335K Buy
5,505
+111
+2% +$7.47K 0.07% 143
2022
Q2 		$352K Buy
5,394
+290
+6% +$19.7K 0.06% 139
2022
Q1 		$349K Buy
5,104
+259
+5% +$16.7K 0.06% 157
2021
Q4 		$332K Buy
+4,845
New +$315K 0.05% 168

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Gilbert & Cook's EVRG Position: Q1 2024 in Review

Gilbert & Cook sold out of Evergy (EVRG) in Q1 2024, closing a stake of 7,008 shares — an estimated $366K sold.

Gilbert & Cook first reported a position in EVRG in Q4 2021 and held it in 9 quarters. The position peaked at $366K in Q4 2023. 693 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Gilbert & Cook reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Gilbert & Cook sold 7,008 Evergy shares in Q1 2024, an estimated $366K.
  • Gilbert & Cook first reported a position in Evergy in Q4 2021 and held it in 9 quarters.
  • Gilbert & Cook's Evergy position peaked at $366K in Q4 2023.
  • 693 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Gilbert & Cook's 13F filing for Q1 2024, filed 2 May 2024.