MSWM
EVRG icon

McGlone Suttner Wealth Management’s Evergy EVRG Stock Holding History

McGlone Suttner Wealth 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
Q1 		– Sell
-2,880
Closed -$150K – 367
2023
Q4 		$150K Buy
+2,880
New +$145K 0.03% 177

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

McGlone Suttner Wealth Management's EVRG Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Evergy (EVRG) in Q1 2024, closing a stake of 2,880 shares — an estimated $150K sold.

McGlone Suttner Wealth Management first reported a position in EVRG in Q4 2023 and held it in 1 quarter. The position peaked at $150K in Q4 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,880 Evergy shares in Q1 2024, an estimated $150K.
  • McGlone Suttner Wealth Management first reported a position in Evergy in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Evergy position peaked at $150K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.