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Hancock Whitney’s Evergy EVRG Stock Holding History

Hancock Whitney’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
2023
Q4 		– Sell
-11,438
Closed -$580K – 636
2023
Q3 		$580K Sell
11,438
-618
-5% -$35.1K 0.02% 395
2023
Q2 		$705K Sell
12,056
-828
-6% -$50K 0.03% 369
2023
Q1 		$788K Sell
12,884
-2,917
-18% -$177K 0.03% 341
2022
Q4 		$994K Sell
15,801
-1,606
-9% -$96.5K 0.04% 305
2022
Q3 		$1.03M Sell
17,407
-1,098
-6% -$73.9K 0.04% 302
2022
Q2 		$1.21M Sell
18,505
-564
-3% -$38.3K 0.05% 288
2022
Q1 		$1.3M Sell
19,069
-374
-2% -$24.1K 0.04% 304
2021
Q4 		$1.33M Sell
19,443
-288
-1% -$18.7K 0.04% 300
2021
Q3 		$1.23M Sell
19,731
-418
-2% -$27.4K 0.04% 299
2021
Q2 		$1.22M Sell
20,149
-1,287
-6% -$80.5K 0.04% 370
2021
Q1 		$1.28M Buy
21,436
+2,269
+12% +$126K 0.04% 366
2020
Q4 		$1.06M Sell
19,167
-10,252
-35% -$563K 0.04% 378
2020
Q3 		$1.5M Sell
29,419
-3,911
-12% -$219K 0.06% 284
2020
Q2 		$1.98M Sell
33,330
-58,440
-64% -$3.46M 0.08% 221
2020
Q1 		$5.05M Sell
91,770
-13,197
-13% -$867K 0.2% 131
2019
Q4 		$6.83M Buy
+104,967
New +$6.69M 0.22% 128

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hancock Whitney's EVRG Position: Q4 2023 in Review

Hancock Whitney sold out of Evergy (EVRG) in Q4 2023, closing a stake of 11,438 shares — an estimated $580K sold.

Hancock Whitney first reported a position in EVRG in Q4 2019 and held it in 16 quarters. The position peaked at $6.83M in Q4 2019. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Hancock Whitney reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Hancock Whitney sold 11,438 Evergy shares in Q4 2023, an estimated $580K.
  • Hancock Whitney first reported a position in Evergy in Q4 2019 and held it in 16 quarters.
  • Hancock Whitney's Evergy position peaked at $6.83M in Q4 2019.
  • 705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Hancock Whitney's 13F filing for Q4 2023, filed 14 Feb 2024.