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Kempner Capital Management’s Evergy EVRG Stock Holding History

Kempner Capital Management’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 		– Sell
-64,067
Closed -$3.97M – 51
2024
Q3 		$3.97M Hold
64,067
– – 2.03% 27
2024
Q2 		$3.39M Hold
64,067
– – 1.8% 26
2024
Q1 		$3.42M Sell
64,067
-3
-0% -$153 1.85% 28
2023
Q4 		$3.34M Buy
+64,070
New +$3.22M 1.87% 28

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

Kempner Capital Management's EVRG Position: Q4 2024 in Review

Kempner Capital Management sold out of Evergy (EVRG) in Q4 2024, closing a stake of 64,067 shares — an estimated $3.97M sold.

Kempner Capital Management first reported a position in EVRG in Q4 2023 and held it in 4 quarters. The position peaked at $3.97M in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Kempner Capital Management reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Kempner Capital Management sold 64,067 Evergy shares in Q4 2024, an estimated $3.97M.
  • Kempner Capital Management first reported a position in Evergy in Q4 2023 and held it in 4 quarters.
  • Kempner Capital Management's Evergy position peaked at $3.97M in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Kempner Capital Management's 13F filing for Q4 2024, filed 23 Jan 2025.