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ICA Group Wealth Management’s Evergy EVRG Stock Holding History

ICA Group Wealth Management’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
-1,000
Closed -$53.4K – 935
2024
Q1 		$53.4K Hold
1,000
– – 0.01% 545
2023
Q4 		$52.2K Buy
+1,000
New +$50.3K 0.01% 511
2023
Q3 		– Sell
-2,000
Closed -$117K – 515
2023
Q2 		$117K Hold
2,000
– – 0.03% 306
2023
Q1 		$122K Hold
2,000
– – 0.03% 306
2022
Q4 		$126K Buy
+2,000
New +$120K 0.03% 317

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 $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B 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 $1.02T AUM 30.18% 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 $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

ICA Group Wealth Management's EVRG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Evergy (EVRG) in Q2 2024, closing a stake of 1,000 shares — an estimated $53.4K sold.

ICA Group Wealth Management first reported a position in EVRG in Q4 2022 and held it in 5 quarters. The position peaked at $126K in Q4 2022. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,000 Evergy shares in Q2 2024, an estimated $53.4K.
  • ICA Group Wealth Management first reported a position in Evergy in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Evergy position peaked at $126K in Q4 2022.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.