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EVRG icon

Hudock Inc’s Evergy EVRG Stock Holding History

Hudock Inc’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
Q3 		– Sell
-5,227
Closed -$277K – 170
2024
Q2 		$277K Buy
+5,227
New +$278K 0.05% 132
2024
Q1 		– Sell
-5,222
Closed -$273K – 149
2023
Q4 		$273K Buy
5,222
+3
+0.1% +$151 0.06% 124
2023
Q3 		$265K Buy
5,219
+2
+0% +$114 0.06% 123
2023
Q2 		$305K Sell
5,217
-362
-6% -$21.9K 0.07% 114
2023
Q1 		$341K Buy
5,579
+2
+0% +$122 0.08% 101
2022
Q4 		$351K Buy
5,577
+3,604
+183% +$216K 0.12% 97
2022
Q3 		$117K Hold
1,973
– – 0.04% 185
2022
Q2 		$128K Hold
1,973
– – 0.04% 179
2022
Q1 		$134K Sell
1,973
-209
-10% -$13.5K 0.04% 197
2021
Q4 		$149K Hold
2,182
– – 0.04% 190
2021
Q3 		$135K Hold
2,182
– – 0.04% 196
2021
Q2 		$131K Hold
2,182
– – 0.04% 202
2021
Q1 		$129K Hold
2,182
– – 0.04% 189
2020
Q4 		$121K Buy
2,182
+364
+20% +$20K 0.04% 191
2020
Q3 		$92K Hold
1,818
– – 0.03% 198
2020
Q2 		$107K Hold
1,818
– – 0.04% 167
2020
Q1 		$100K Hold
1,818
– – 0.04% 147
2019
Q4 		$115K Hold
1,818
– – 0.04% 162
2019
Q3 		$121K Hold
1,818
– – 0.04% 146
2019
Q2 		$109K Hold
1,818
– – 0.04% 154
2019
Q1 		$105K Hold
1,818
– – 0.04% 164
2018
Q4 		$102K Hold
1,818
– – 0.04% 144
2018
Q3 		$99K Hold
1,818
– – 0.04% 162
2018
Q2 		$102K Buy
+1,818
New +$97.4K 0.04% 157

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 $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hudock Inc's EVRG Position: Q3 2024 in Review

Hudock Inc sold out of Evergy (EVRG) in Q3 2024, closing a stake of 5,227 shares — an estimated $277K sold.

Hudock Inc first reported a position in EVRG in Q2 2018 and held it in 24 quarters. The position peaked at $351K in Q4 2022. 718 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Hudock Inc reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • Hudock Inc sold 5,227 Evergy shares in Q3 2024, an estimated $277K.
  • Hudock Inc first reported a position in Evergy in Q2 2018 and held it in 24 quarters.
  • Hudock Inc's Evergy position peaked at $351K in Q4 2022.
  • 718 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Hudock Inc's 13F filing for Q3 2024, filed 23 Oct 2024.