InceptionR’s Evergy EVRG Stock Holding History

InceptionR’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	-26,925	Closed	-$1.43M	–	704
2024 Q2	$1.43M	Buy	+26,925	New	+$1.43M	0.4%	41
2023 Q1	–	Sell	-14,666	Closed	-$923K	–	475
2022 Q4	$923K	Buy	+14,666	New	+$881K	0.49%	42

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

InceptionR's EVRG Position: Q3 2024 in Review

InceptionR sold out of Evergy (EVRG) in Q3 2024, closing a stake of 26,925 shares — an estimated $1.43M sold.

InceptionR first reported a position in EVRG in Q4 2022 and held it in 2 quarters. The position peaked at $1.43M in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

InceptionR reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
InceptionR sold 26,925 Evergy shares in Q3 2024, an estimated $1.43M.
InceptionR first reported a position in Evergy in Q4 2022 and held it in 2 quarters.
InceptionR's Evergy position peaked at $1.43M in Q2 2024.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on InceptionR's 13F filing for Q3 2024, filed 8 Nov 2024.