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New Century Financial Group’s Evergy EVRG Stock Holding History

New Century Financial Group’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
Q4 		– Sell
-3,512
Closed -$218K – 299
2024
Q3 		$218K Sell
3,512
-506
-13% -$29.4K 0.08% 293
2024
Q2 		$213K Sell
4,018
-377
-9% -$20.1K 0.09% 267
2024
Q1 		$235K Sell
4,395
-710
-14% -$36.3K 0.16% 157
2023
Q4 		$266K Buy
+5,105
New +$257K 0.23% 128

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Century Financial Group's EVRG Position: Q4 2024 in Review

New Century Financial Group sold out of Evergy (EVRG) in Q4 2024, closing a stake of 3,512 shares — an estimated $218K sold.

New Century Financial Group first reported a position in EVRG in Q4 2023 and held it in 4 quarters. The position peaked at $266K in Q4 2023. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • New Century Financial Group reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 3,512 Evergy shares in Q4 2024, an estimated $218K.
  • New Century Financial Group first reported a position in Evergy in Q4 2023 and held it in 4 quarters.
  • New Century Financial Group's Evergy position peaked at $266K in Q4 2023.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.