MHR
EVRG icon

Matthew Hamilton Rosenberg’s Evergy EVRG Stock Holding History

Matthew Hamilton Rosenberg’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
Q2 		– Sell
-666
Closed -$35.1K – 829
2024
Q1 		$35.1K Sell
666
-668
-50% -$34.1K 0.01% 471
2023
Q4 		$69.6K Hold
1,334
– – 0.02% 376
2023
Q3 		$67.6K Hold
1,334
– – 0.02% 357
2023
Q2 		$77.9K Buy
1,334
+2
+0.2% +$121 0.03% 349
2023
Q1 		$81.4K Hold
1,332
– – 0.03% 352
2022
Q4 		$83.8K Sell
1,332
-5
-0.4% -$300 0.03% 348
2022
Q3 		$19K Buy
1,337
+5
+0.4% +$336 0.01% 567
2022
Q2 		$89K Hold
1,332
– – 0.03% 321
2022
Q1 		$91K Buy
+1,332
New +$85.9K 0.03% 326
2020
Q3 		– Sell
-700
Closed -$42K – 529
2020
Q2 		$42K Hold
700
– – 0.03% 327
2020
Q1 		$39K Buy
+700
New +$46K 0.04% 296

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Matthew Hamilton Rosenberg's EVRG Position: Q2 2024 in Review

Matthew Hamilton Rosenberg sold out of Evergy (EVRG) in Q2 2024, closing a stake of 666 shares — an estimated $35.1K sold.

Matthew Hamilton Rosenberg first reported a position in EVRG in Q1 2020 and held it in 11 quarters. The position peaked at $91K in Q1 2022. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Matthew Hamilton Rosenberg reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 666 Evergy shares in Q2 2024, an estimated $35.1K.
  • Matthew Hamilton Rosenberg first reported a position in Evergy in Q1 2020 and held it in 11 quarters.
  • Matthew Hamilton Rosenberg's Evergy position peaked at $91K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2024, filed 26 Jul 2024.