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Jefferies Financial Group’s Evergy EVRG Stock Holding History

Jefferies Financial Group’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
-9,891
Closed -$524K – 1537
2024
Q2 		$524K Buy
+9,891
New +$526K 0.01% 958
2024
Q1 		– Sell
-122,910
Closed -$6.42M – 1727
2023
Q4 		$6.42M Buy
+122,910
New +$6.19M 0.04% 328
2023
Q3 		– Sell
-11,200
Closed -$654K – 1717
2023
Q2 		$654K Buy
11,200
+600
+6% +$36.2K 0.01% 1079
2023
Q1 		$648K Buy
+10,600
New +$645K 0.01% 1022

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's EVRG Position: Q3 2024 in Review

Jefferies Financial Group sold out of Evergy (EVRG) in Q3 2024, closing a stake of 9,891 shares — an estimated $524K sold.

Jefferies Financial Group first reported a position in EVRG in Q1 2023 and held it in 4 quarters. The position peaked at $6.42M in Q4 2023. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Jefferies Financial Group reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 9,891 Evergy shares in Q3 2024, an estimated $524K.
  • Jefferies Financial Group first reported a position in Evergy in Q1 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Evergy position peaked at $6.42M in Q4 2023.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.