LI
EVRG icon

LMCG Investments’s Evergy EVRG Stock Holding History

LMCG Investments’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
-17,606
Closed -$933K – 243
2024
Q2 		$933K Sell
17,606
-87
-0.5% -$4.63K 0.05% 194
2024
Q1 		$944K Sell
17,693
-6,912
-28% -$353K 0.06% 205
2023
Q4 		$1.28M Hold
24,605
– – 0.08% 197
2023
Q3 		$1.25M Buy
24,605
+507
+2% +$28.8K 0.08% 191
2023
Q2 		$1.41M Hold
24,098
– – 0.09% 192
2023
Q1 		$1.47M Buy
24,098
+524
+2% +$31.9K 0.1% 185
2022
Q4 		$1.48M Sell
23,574
-2,134
-8% -$128K 0.1% 176
2022
Q3 		$1.53M Buy
25,708
+308
+1% +$20.7K 0.11% 186
2022
Q2 		$1.66M Hold
25,400
– – 0.11% 183
2022
Q1 		$1.74M Buy
+25,400
New +$1.64M 0.1% 193

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 $3.38T AUM 44.17% 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

LMCG Investments's EVRG Position: Q3 2024 in Review

LMCG Investments sold out of Evergy (EVRG) in Q3 2024, closing a stake of 17,606 shares — an estimated $933K sold.

LMCG Investments first reported a position in EVRG in Q1 2022 and held it in 10 quarters. The position peaked at $1.74M in Q1 2022. 719 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • LMCG Investments reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • LMCG Investments sold 17,606 Evergy shares in Q3 2024, an estimated $933K.
  • LMCG Investments first reported a position in Evergy in Q1 2022 and held it in 10 quarters.
  • LMCG Investments's Evergy position peaked at $1.74M in Q1 2022.
  • 719 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on LMCG Investments's 13F filing for Q3 2024, filed 29 Oct 2024.