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Plante Moran Financial Advisors’s Evergy EVRG Stock Holding History

Plante Moran Financial Advisors’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
-5,860
Closed -$363K – 934
2024
Q3 		$363K Buy
+5,860
New +$341K 0.03% 111
2024
Q1 		– Sell
-350
Closed -$18.3K – 875
2023
Q4 		$18.3K Buy
+350
New +$17.6K ﹤0.01% 464
2020
Q2 		– Sell
-4
Closed – – 777
2020
Q1 		$0 Buy
+4
New +$263 ﹤0.01% 760

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

Plante Moran Financial Advisors's EVRG Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Evergy (EVRG) in Q4 2024, closing a stake of 5,860 shares — an estimated $363K sold.

Plante Moran Financial Advisors first reported a position in EVRG in Q1 2020 and held it in 3 quarters. The position peaked at $363K in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Plante Moran Financial Advisors reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 5,860 Evergy shares in Q4 2024, an estimated $363K.
  • Plante Moran Financial Advisors first reported a position in Evergy in Q1 2020 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Evergy position peaked at $363K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.