Innealta Capital’s Evergy EVRG Stock Holding History

Innealta Capital’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	-11	Closed	-$583	–	660
2024 Q2	$583	Buy	+11	New	+$585	﹤0.01%	1446

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

Innealta Capital's EVRG Position: Q3 2024 in Review

Innealta Capital sold out of Evergy (EVRG) in Q3 2024, closing a stake of 11 shares — an estimated $583 sold.

Innealta Capital first reported a position in EVRG in Q2 2024 and held it in 1 quarter. The position peaked at $583 in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Innealta Capital reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 11 Evergy shares in Q3 2024, an estimated $583.
Innealta Capital first reported a position in Evergy in Q2 2024 and held it in 1 quarter.
Innealta Capital's Evergy position peaked at $583 in Q2 2024.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.