LNC
EVRG icon

Lincoln National Corp’s Evergy EVRG Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-6,129
Closed -$327K – 343
2024
Q1 		$327K Buy
6,129
+1,491
+32% +$76.2K 0.01% 917
2023
Q4 		$242K Sell
4,638
-1,706
-27% -$85.9K ﹤0.01% 963
2023
Q3 		$322K Buy
+6,344
New +$360K 0.01% 752

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lincoln National Corp's EVRG Position: Q2 2024 in Review

Lincoln National Corp sold out of Evergy (EVRG) in Q2 2024, closing a stake of 6,129 shares — an estimated $327K sold.

Lincoln National Corp first reported a position in EVRG in Q3 2023 and held it in 3 quarters. The position peaked at $327K in Q1 2024. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Lincoln National Corp reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,129 Evergy shares in Q2 2024, an estimated $327K.
  • Lincoln National Corp first reported a position in Evergy in Q3 2023 and held it in 3 quarters.
  • Lincoln National Corp's Evergy position peaked at $327K in Q1 2024.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.