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Hexavest’s Evergy EVRG Stock Holding History

Hexavest’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
2021
Q2 		– Sell
-56,253
Closed -$3.35M – 327
2021
Q1 		$3.35M Sell
56,253
-10,350
-16% -$573K 0.15% 159
2020
Q4 		$3.7M Sell
66,603
-49,292
-43% -$2.7M 0.14% 155
2020
Q3 		$5.89M Sell
115,895
-11,311
-9% -$632K 0.16% 150
2020
Q2 		$7.54M Sell
127,206
-54,954
-30% -$3.25M 0.17% 138
2020
Q1 		$10M Buy
+182,160
New +$12M 0.18% 135

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hexavest's EVRG Position: Q2 2021 in Review

Hexavest sold out of Evergy (EVRG) in Q2 2021, closing a stake of 56,253 shares — an estimated $3.35M sold.

Hexavest first reported a position in EVRG in Q1 2020 and held it in 5 quarters. The position peaked at $10M in Q1 2020. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • Hexavest reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
  • Hexavest sold 56,253 Evergy shares in Q2 2021, an estimated $3.35M.
  • Hexavest first reported a position in Evergy in Q1 2020 and held it in 5 quarters.
  • Hexavest's Evergy position peaked at $10M in Q1 2020.
  • 582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Hexavest's 13F filing for Q2 2021, filed 12 Jul 2021.