Hibernia Wealth Partners’s Evergy EVRG Stock Holding History

Hibernia Wealth Partners’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	-10	Closed	-$507	–	150
2023 Q3	$507	Buy	+10	New	+$568	﹤0.01%	316

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

Hibernia Wealth Partners's EVRG Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Evergy (EVRG) in Q4 2023, closing a stake of 10 shares — an estimated $507 sold.

Hibernia Wealth Partners first reported a position in EVRG in Q3 2023 and held it in 1 quarter. The position peaked at $507 in Q3 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Hibernia Wealth Partners reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 10 Evergy shares in Q4 2023, an estimated $507.
Hibernia Wealth Partners first reported a position in Evergy in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's Evergy position peaked at $507 in Q3 2023.
704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.