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Gilliland Jeter Wealth Management’s Evergy EVRG Stock Holding History

Gilliland Jeter Wealth 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
Q4 		– Sell
-113
Closed -$7.01K – 318
2024
Q3 		$7.01K Hold
113
– – ﹤0.01% 483
2024
Q2 		$5.99K Hold
113
– – ﹤0.01% 487
2024
Q1 		$6.03K Buy
+113
New +$5.77K ﹤0.01% 479

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

Gilliland Jeter Wealth Management's EVRG Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Evergy (EVRG) in Q4 2024, closing a stake of 113 shares — an estimated $7.01K sold.

Gilliland Jeter Wealth Management first reported a position in EVRG in Q1 2024 and held it in 3 quarters. The position peaked at $7.01K in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 113 Evergy shares in Q4 2024, an estimated $7.01K.
  • Gilliland Jeter Wealth Management first reported a position in Evergy in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Evergy position peaked at $7.01K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.