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Householder Group Estate & Retirement Specialist’s Evergy EVRG Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-1,070
Closed -$66K – 741
2024
Q3 		$66K Hold
1,070
– – 0.02% 436
2024
Q2 		$56K Hold
1,070
– – 0.02% 452
2024
Q1 		$57.1K Hold
1,070
– – 0.02% 452
2023
Q4 		$55K Hold
1,070
– – 0.02% 444
2023
Q3 		$54.2K Buy
+1,070
New +$60.7K 0.02% 431
2023
Q1 		$65K Sell
1,070
-40
-4% -$2.43K 0.02% 386
2022
Q4 		$69K Buy
1,110
+40
+4% +$2.4K 0.1% 99
2022
Q3 		$63K Buy
+1,070
New +$72K 0.03% 354

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EVRG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Evergy (EVRG) in Q4 2024, closing a stake of 1,070 shares — an estimated $66K sold.

Householder Group Estate & Retirement Specialist first reported a position in EVRG in Q3 2022 and held it in 8 quarters. The position peaked at $69K in Q4 2022. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,070 Evergy shares in Q4 2024, an estimated $66K.
  • Householder Group Estate & Retirement Specialist first reported a position in Evergy in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Evergy position peaked at $69K in Q4 2022.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.