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LS Investment Advisors’s Evergy EVRG Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-4,601
Closed -$274K – 345
2021
Q1 		$274K Sell
4,601
-1,269
-22% -$70.2K 0.02% 620
2020
Q4 		$326K Buy
5,870
+1,024
+21% +$56.2K 0.02% 589
2020
Q3 		$246K Sell
4,846
-127
-3% -$7.1K 0.01% 650
2020
Q2 		$295K Sell
4,973
-17,536
-78% -$1.04M 0.02% 568
2020
Q1 		$1.24M Sell
22,509
-6,494
-22% -$427K 0.09% 201
2019
Q4 		$1.89M Sell
29,003
-2,204
-7% -$141K 0.1% 195
2019
Q3 		$2.08M Buy
31,207
+540
+2% +$34.2K 0.12% 169
2019
Q2 		$1.84M Sell
30,667
-1,032
-3% -$60.4K 0.11% 184
2019
Q1 		$1.84M Buy
31,699
+2,338
+8% +$133K 0.11% 179
2018
Q4 		$1.67M Sell
29,361
-2,007
-6% -$116K 0.12% 185
2018
Q3 		$1.72M Buy
31,368
+21,083
+205% +$1.19M 0.1% 207
2018
Q2 		$578K Buy
+10,285
New +$551K 0.03% 443

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 $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LS Investment Advisors's EVRG Position: Q2 2021 in Review

LS Investment Advisors sold out of Evergy (EVRG) in Q2 2021, closing a stake of 4,601 shares — an estimated $274K sold.

LS Investment Advisors first reported a position in EVRG in Q2 2018 and held it in 12 quarters. The position peaked at $2.08M in Q3 2019. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • LS Investment Advisors reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 4,601 Evergy shares in Q2 2021, an estimated $274K.
  • LS Investment Advisors first reported a position in Evergy in Q2 2018 and held it in 12 quarters.
  • LS Investment Advisors's Evergy position peaked at $2.08M in Q3 2019.
  • 582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.