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LBP AM’s Evergy EVRG Stock Holding History

LBP AM’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
-30,039
Closed -$1.59M – 379
2024
Q2 		$1.59M Buy
+30,039
New +$1.6M 0.07% 179
2024
Q1 		– Sell
-8,118
Closed -$424K – 350
2023
Q4 		$424K Sell
8,118
-19,057
-70% -$959K 0.01% 409
2023
Q3 		$1.38M Buy
+27,175
New +$1.54M 0.03% 327
2023
Q2 		– Sell
-24,806
Closed -$1.52M – 439
2023
Q1 		$1.52M Sell
24,806
-1,120
-4% -$68.1K 0.04% 318
2022
Q4 		$1.63M Buy
+25,926
New +$1.56M 0.05% 299

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

LBP AM's EVRG Position: Q3 2024 in Review

LBP AM sold out of Evergy (EVRG) in Q3 2024, closing a stake of 30,039 shares — an estimated $1.59M sold.

LBP AM first reported a position in EVRG in Q4 2022 and held it in 5 quarters. The position peaked at $1.63M in Q4 2022. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • LBP AM reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • LBP AM sold 30,039 Evergy shares in Q3 2024, an estimated $1.59M.
  • LBP AM first reported a position in Evergy in Q4 2022 and held it in 5 quarters.
  • LBP AM's Evergy position peaked at $1.63M in Q4 2022.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on LBP AM's 13F filing for Q3 2024, filed 12 Nov 2024.