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Keene & Associates’s Evergy EVRG Stock Holding History

Keene & Associates’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
Q4 		$3.95M Buy
64,239
+316
+0.5% +$19.5K 3.17% 9
2024
Q3 		$3.96M Sell
63,923
-385
-0.6% -$22.4K 3% 9
2024
Q2 		$3.41M Sell
64,308
-627
-1% -$33.4K 2.78% 16
2024
Q1 		$3.47M Buy
+64,935
New +$3.32M 2.59% 18

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keene & Associates's EVRG Position: Q4 2024 in Review

Keene & Associates increased its Evergy (EVRG) stake by 0.49% in Q4 2024, buying an estimated $19.5K and bringing the position to 64,239 shares worth $3.95M. The position accounts for 3.17% of the portfolio, ranked #9.

Keene & Associates first reported a position in EVRG in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.96M in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Keene & Associates held 64,239 shares of Evergy worth $3.95M as of Q4 2024.
  • Keene & Associates bought 316 Evergy shares in Q4 2024, an estimated $19.5K.
  • Evergy made up 3.17% of Keene & Associates's portfolio in Q4 2024, its #9 holding.
  • Keene & Associates first reported a position in Evergy in Q1 2024 and has held it in 4 quarters since.
  • Keene & Associates's Evergy position peaked at $3.96M in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Keene & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.