PTC
EVRG icon

Petrus Trust Company’s Evergy EVRG Stock Holding History

Petrus Trust Company’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
-6,826
Closed -$356K – 673
2023
Q4 		$356K Sell
6,826
-1,380
-17% -$69.5K 0.03% 371
2023
Q3 		$416K Buy
+8,206
New +$466K 0.04% 242
2023
Q2 		– Sell
-5,485
Closed -$335K – 633
2023
Q1 		$335K Buy
+5,485
New +$334K 0.04% 243

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

Petrus Trust Company's EVRG Position: Q1 2024 in Review

Petrus Trust Company sold out of Evergy (EVRG) in Q1 2024, closing a stake of 6,826 shares — an estimated $356K sold.

Petrus Trust Company first reported a position in EVRG in Q1 2023 and held it in 3 quarters. The position peaked at $416K in Q3 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Petrus Trust Company reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Petrus Trust Company sold 6,826 Evergy shares in Q1 2024, an estimated $356K.
  • Petrus Trust Company first reported a position in Evergy in Q1 2023 and held it in 3 quarters.
  • Petrus Trust Company's Evergy position peaked at $416K in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Petrus Trust Company's 13F filing for Q1 2024, filed 15 May 2024.