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Paloma Partners’s Evergy EVRG Stock Holding History

Paloma Partners’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 		– Sell
-6,523
Closed -$346K – 1329
2024
Q2 		$346K Buy
+6,523
New +$347K 0.01% 870
2022
Q1 		– Sell
-16,145
Closed -$1.11M – 1906
2021
Q4 		$1.11M Sell
16,145
-14,829
-48% -$964K 0.02% 658
2021
Q3 		$1.93M Buy
30,974
+11,689
+61% +$766K 0.05% 242
2021
Q2 		$1.17M Sell
19,285
-14,573
-43% -$912K 0.02% 575
2021
Q1 		$2.02M Sell
33,858
-6,354
-16% -$352K 0.04% 414
2020
Q4 		$2.23M Buy
40,212
+23,530
+141% +$1.29M 0.06% 335
2020
Q3 		$847K Sell
16,682
-40,019
-71% -$2.24M 0.02% 833
2020
Q2 		$3.36M Buy
56,701
+22,946
+68% +$1.36M 0.06% 438
2020
Q1 		$1.86M Sell
33,755
-76,309
-69% -$5.01M 0.1% 144
2019
Q4 		$7.16M Sell
110,064
-21,636
-16% -$1.38M 0.11% 153
2019
Q3 		$8.77M Sell
131,700
-28,742
-18% -$1.82M 0.18% 85
2019
Q2 		$9.65M Buy
+160,442
New +$9.39M 0.16% 110
2019
Q1 		– Sell
-106,564
Closed -$6.05M – 1753
2018
Q4 		$6.05M Buy
106,564
+70,829
+198% +$4.09M 0.18% 80
2018
Q3 		$1.96M Sell
35,735
-34,165
-49% -$1.93M 0.04% 454
2018
Q2 		$3.92M Buy
+69,900
New +$3.74M 0.07% 226

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paloma Partners's EVRG Position: Q3 2024 in Review

Paloma Partners sold out of Evergy (EVRG) in Q3 2024, closing a stake of 6,523 shares — an estimated $346K sold.

Paloma Partners first reported a position in EVRG in Q2 2018 and held it in 15 quarters. The position peaked at $9.65M in Q2 2019. 718 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Paloma Partners reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 6,523 Evergy shares in Q3 2024, an estimated $346K.
  • Paloma Partners first reported a position in Evergy in Q2 2018 and held it in 15 quarters.
  • Paloma Partners's Evergy position peaked at $9.65M in Q2 2019.
  • 718 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.