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Kelly Financial Services’s Evergy EVRG Stock Holding History

Kelly Financial Services’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
-2,054
Closed -$109K – 299
2024
Q2 		$109K Hold
2,054
– – 0.04% 145
2024
Q1 		$110K Hold
2,054
– – 0.04% 141
2023
Q4 		$107K Hold
2,054
– – 0.04% 133
2023
Q3 		$104K Hold
2,054
– – 0.05% 120
2023
Q2 		$120K Hold
2,054
– – 0.06% 112
2023
Q1 		$126K Hold
2,054
– – 0.06% 104
2022
Q4 		$129K Hold
2,054
– – 0.07% 108
2022
Q3 		$122K Hold
2,054
– – 0.07% 98
2022
Q2 		$134K Buy
2,054
+19
+0.9% +$1.29K 0.07% 96
2022
Q1 		$139K Buy
2,035
+18
+0.9% +$1.16K 0.06% 105
2021
Q4 		$138K Buy
2,017
+17
+0.9% +$1.1K 0.06% 103
2021
Q3 		$124K Buy
2,000
+16
+0.8% +$1.05K 0.07% 92
2021
Q2 		$120K Buy
1,984
+16
+0.8% +$1K 0.07% 91
2021
Q1 		$117K Buy
1,968
+18
+0.9% +$996 0.07% 76
2020
Q4 		$108K Buy
1,950
+19
+1% +$1.04K 0.07% 66
2020
Q3 		$98.1K Buy
1,931
+19
+1% +$1.06K 0.07% 58
2020
Q2 		$113K Buy
1,912
+16
+0.8% +$948 0.09% 50
2020
Q1 		$104K Buy
1,896
+17
+0.9% +$1.12K 0.13% 45
2019
Q4 		$122K Buy
1,879
+15
+0.8% +$957 0.09% 44
2019
Q3 		$124K Buy
1,864
+13
+0.7% +$822 0.11% 42
2019
Q2 		$111K Buy
1,851
+15
+0.8% +$878 0.1% 42
2019
Q1 		$107K Buy
+1,836
New +$104K 0.12% 40

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's EVRG Position: Q3 2024 in Review

Kelly Financial Services sold out of Evergy (EVRG) in Q3 2024, closing a stake of 2,054 shares — an estimated $109K sold.

Kelly Financial Services first reported a position in EVRG in Q1 2019 and held it in 22 quarters. The position peaked at $139K in Q1 2022. 718 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Kelly Financial Services reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 2,054 Evergy shares in Q3 2024, an estimated $109K.
  • Kelly Financial Services first reported a position in Evergy in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Evergy position peaked at $139K in Q1 2022.
  • 718 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.