M&R Capital Management’s Evergy EVRG Stock Holding History

M&R Capital 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
2024 Q3	$37.8K	Hold	610	–	–	0.01%	259
2024 Q2	$32.3K	Hold	610	–	–	0.01%	257
2024 Q1	$32.6K	Hold	610	–	–	0.01%	260
2023 Q4	$31.8K	Hold	610	–	–	0.01%	286
2023 Q3	$30.9K	Hold	610	–	–	0.01%	274
2023 Q2	$35.6K	Hold	610	–	–	0.01%	269
2023 Q1	$37.3K	Hold	610	–	–	0.01%	253
2022 Q4	$38.4K	Hold	610	–	–	0.01%	250
2022 Q3	$36K	Hold	610	–	–	0.01%	239
2022 Q2	$39K	Hold	610	–	–	0.01%	242
2022 Q1	$41K	Hold	610	–	–	0.01%	252
2021 Q4	$41K	Hold	610	–	–	0.01%	245
2021 Q3	$37K	Hold	610	–	–	0.01%	249
2021 Q2	$36K	Hold	610	–	–	0.01%	262
2021 Q1	$36K	Hold	610	–	–	0.01%	247
2020 Q4	$33K	Hold	610	–	–	0.01%	267
2020 Q3	$31K	Hold	610	–	–	0.01%	276
2020 Q2	$36K	Sell	610 -500	-45%	-$29.6K	0.01%	266
2020 Q1	$61K	Hold	1,110	–	–	0.02%	220
2019 Q4	$72K	Sell	1,110 -109	-9%	-$6.95K	0.02%	236
2019 Q3	$81K	Hold	1,219	–	–	0.02%	230
2019 Q2	$73K	Hold	1,219	–	–	0.02%	242
2019 Q1	$69K	Hold	1,219	–	–	0.02%	248
2018 Q4	$69K	Sell	1,219 -610	-33%	-$35.2K	0.02%	234
2018 Q3	$100K	Hold	1,829	–	–	0.02%	225
2018 Q2	$102K	Buy	+1,829	New	+$98K	0.02%	228

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&R Capital Management's EVRG Position: Q3 2024 in Review

M&R Capital Management held its Evergy (EVRG) position steady in Q3 2024 at 610 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #259.

M&R Capital Management first reported a position in EVRG in Q2 2018 and has held it in 26 quarters since. The position peaked at $102K in Q2 2018. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

M&R Capital Management held 610 shares of Evergy worth $37.8K as of Q3 2024.
M&R Capital Management left its Evergy share count unchanged in Q3 2024.
Evergy made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #259 holding.
M&R Capital Management first reported a position in Evergy in Q2 2018 and has held it in 26 quarters since.
M&R Capital Management's Evergy position peaked at $102K in Q2 2018.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.