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Kingswood Wealth Advisors’s Evergy EVRG Stock Holding History

Kingswood Wealth Advisors’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
-4,280
Closed -$265K – 830
2024
Q3 		$265K Sell
4,280
-456
-10% -$26.5K 0.02% 607
2024
Q2 		$251K Buy
4,736
+163
+4% +$8.67K 0.02% 577
2024
Q1 		$244K Buy
4,573
+300
+7% +$15.3K 0.03% 540
2023
Q4 		$223K Buy
+4,273
New +$215K 0.03% 549

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

Kingswood Wealth Advisors's EVRG Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Evergy (EVRG) in Q4 2024, closing a stake of 4,280 shares — an estimated $265K sold.

Kingswood Wealth Advisors first reported a position in EVRG in Q4 2023 and held it in 4 quarters. The position peaked at $265K in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,280 Evergy shares in Q4 2024, an estimated $265K.
  • Kingswood Wealth Advisors first reported a position in Evergy in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Evergy position peaked at $265K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.