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Machina Capital’s Evergy EVRG Stock Holding History

Machina Capital’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
2023
Q4 		– Sell
-21,261
Closed -$1.08M – 280
2023
Q3 		$1.08M Buy
+21,261
New +$1.21M 0.6% 46
2023
Q2 		– Sell
-1,134
Closed -$69.3K – 350
2023
Q1 		$69.3K Buy
+1,134
New +$69K 0.06% 297
2020
Q1 		– Sell
-24,710
Closed -$1.61M – 97
2019
Q4 		$1.61M Buy
24,710
+10,382
+72% +$662K 0.64% 28
2019
Q3 		$954K Buy
14,328
+11,354
+382% +$718K 0.44% 72
2019
Q2 		$179K Sell
2,974
-23,838
-89% -$1.39M 0.07% 289
2019
Q1 		$1.56M Sell
26,812
-14,348
-35% -$817K 0.62% 47
2018
Q4 		$2.34M Buy
+41,160
New +$2.38M 1.54% 3

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Machina Capital's EVRG Position: Q4 2023 in Review

Machina Capital sold out of Evergy (EVRG) in Q4 2023, closing a stake of 21,261 shares — an estimated $1.08M sold.

Machina Capital first reported a position in EVRG in Q4 2018 and held it in 7 quarters. The position peaked at $2.34M in Q4 2018. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Machina Capital reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Machina Capital sold 21,261 Evergy shares in Q4 2023, an estimated $1.08M.
  • Machina Capital first reported a position in Evergy in Q4 2018 and held it in 7 quarters.
  • Machina Capital's Evergy position peaked at $2.34M in Q4 2018.
  • 704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Machina Capital's 13F filing for Q4 2023, filed 6 Feb 2024.