Holocene Advisors
EVRG icon

Holocene Advisors’s Evergy EVRG Stock Holding History

Holocene Advisors’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
Q2 		– Sell
-209,388
Closed -$11.2M – 746
2024
Q1 		$11.2M Buy
209,388
+128,702
+160% +$6.58M 0.04% 259
2023
Q4 		$4.21M Buy
80,686
+24,660
+44% +$1.24M 0.02% 383
2023
Q3 		$2.84M Buy
56,026
+9,496
+20% +$539K 0.01% 503
2023
Q2 		$2.72M Buy
46,530
+15,631
+51% +$944K 0.01% 482
2023
Q1 		$1.89M Sell
30,899
-17,084
-36% -$1.04M 0.01% 473
2022
Q4 		$3.02M Sell
47,983
-1,915
-4% -$115K 0.02% 359
2022
Q3 		$2.96M Sell
49,898
-11,770
-19% -$792K 0.02% 346
2022
Q2 		$4.02M Buy
+61,668
New +$4.18M 0.02% 383
2021
Q3 		– Sell
-15,246
Closed -$921K – 859
2021
Q2 		$921K Sell
15,246
-26,629
-64% -$1.67M 0.01% 671
2021
Q1 		$2.49M Buy
+41,875
New +$2.32M 0.02% 532

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return