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Paradigm Asset Management’s Evergy EVRG Stock Holding History

Paradigm Asset 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
Q2 		– Sell
-15,100
Closed -$806K – 520
2024
Q1 		$806K Hold
15,100
– – 0.2% 208
2023
Q4 		$788K Sell
15,100
-500
-3% -$25.2K 0.21% 205
2023
Q3 		$791K Sell
15,600
-900
-5% -$51.1K 0.22% 196
2023
Q2 		$964K Buy
+16,500
New +$997K 0.26% 163
2019
Q4 		– Sell
-1,600
Closed -$106K – 372
2019
Q3 		$106K Hold
1,600
– – 0.04% 307
2019
Q2 		$96.2K Sell
1,600
-1,200
-43% -$70.2K 0.03% 323
2019
Q1 		$163K Buy
+2,800
New +$159K 0.05% 287

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Paradigm Asset Management's EVRG Position: Q2 2024 in Review

Paradigm Asset Management sold out of Evergy (EVRG) in Q2 2024, closing a stake of 15,100 shares — an estimated $806K sold.

Paradigm Asset Management first reported a position in EVRG in Q1 2019 and held it in 7 quarters. The position peaked at $964K in Q2 2023. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Paradigm Asset Management reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Paradigm Asset Management sold 15,100 Evergy shares in Q2 2024, an estimated $806K.
  • Paradigm Asset Management first reported a position in Evergy in Q1 2019 and held it in 7 quarters.
  • Paradigm Asset Management's Evergy position peaked at $964K in Q2 2023.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Paradigm Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.