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Luminus Management’s Evergy EVRG Stock Holding History

Luminus Management’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
2022
Q1 		– Sell
-39,561
Closed -$2.71M – 31
2021
Q4 		$2.71M Buy
39,561
+3,695
+10% +$240K 0.64% 27
2021
Q3 		$2.23M Sell
35,866
-69,234
-66% -$4.54M 0.47% 31
2021
Q2 		$6.35M Buy
+105,100
New +$6.58M 0.92% 30
2018
Q4 		– Sell
-601,249
Closed -$33M – 157
2018
Q3 		$33M Buy
601,249
+458,107
+320% +$25.9M 0.54% 43
2018
Q2 		$8.04M Buy
+143,142
New +$7.67M 0.18% 74

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Luminus Management's EVRG Position: Q1 2022 in Review

Luminus Management sold out of Evergy (EVRG) in Q1 2022, closing a stake of 39,561 shares — an estimated $2.71M sold.

Luminus Management first reported a position in EVRG in Q2 2018 and held it in 5 quarters. The position peaked at $33M in Q3 2018. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Luminus Management reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • Luminus Management sold 39,561 Evergy shares in Q1 2022, an estimated $2.71M.
  • Luminus Management first reported a position in Evergy in Q2 2018 and held it in 5 quarters.
  • Luminus Management's Evergy position peaked at $33M in Q3 2018.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Luminus Management's 13F filing for Q1 2022, filed 13 May 2022.