HeadInvest LLC’s Evergy EVRG Stock Holding History

HeadInvest LLC’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	-834	Closed	-$40.1K	–	369
2023 Q3	$40.1K	Buy	+834	New	+$47.3K	0.01%	376

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HeadInvest LLC's EVRG Position: Q4 2023 in Review

HeadInvest LLC sold out of Evergy (EVRG) in Q4 2023, closing a stake of 834 shares — an estimated $40.1K sold.

HeadInvest LLC first reported a position in EVRG in Q3 2023 and held it in 1 quarter. The position peaked at $40.1K in Q3 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

HeadInvest LLC reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 834 Evergy shares in Q4 2023, an estimated $40.1K.
HeadInvest LLC first reported a position in Evergy in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Evergy position peaked at $40.1K in Q3 2023.
704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.