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 $5.7T 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 $4.08B 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