Point72 Hong Kong’s Evergy EVRG Stock Holding History

Point72 Hong Kong’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	-18,399	Closed	-$975K	–	530
2024 Q2	$975K	Sell	18,399 -50,809	-73%	-$2.7M	0.06%	195
2024 Q1	$3.69M	Buy	69,208 +26,720	+63%	+$1.37M	0.19%	137
2023 Q4	$2.22M	Buy	+42,488	New	+$2.14M	0.14%	199
2022 Q4	–	Sell	-10,660	Closed	-$633K	–	620
2022 Q3	$633K	Sell	10,660 -11,583	-52%	-$779K	0.04%	668
2022 Q2	$1.45M	Sell	22,243 -1,766	-7%	-$120K	0.09%	433
2022 Q1	$1.64M	Buy	+24,009	New	+$1.55M	0.15%	375
2021 Q4	–	Sell	-2,367	Closed	-$147K	–	2040
2021 Q3	$147K	Sell	2,367 -5,119	-68%	-$336K	0.01%	1248
2021 Q2	$452K	Buy	+7,486	New	+$468K	0.03%	956
2021 Q1	–	Sell	-20,798	Closed	-$1.15M	–	1928
2020 Q4	$1.15M	Buy	+20,798	New	+$1.14M	0.1%	429
2020 Q2	–	Sell	-2,315	Closed	-$127K	–	1223
2020 Q1	$127K	Sell	2,315 -21,398	-90%	-$1.41M	0.06%	159
2019 Q4	$1.54M	Buy	+23,713	New	+$1.51M	0.42%	27
2019 Q3	–	Sell	-10,274	Closed	-$618K	–	1103
2019 Q2	$618K	Buy	10,274 +8,480	+473%	+$496K	0.17%	83
2019 Q1	$104K	Sell	1,794 -3,144	-64%	-$179K	0.04%	356
2018 Q4	$280K	Sell	4,938 -5,862	-54%	-$338K	0.14%	54
2018 Q3	$593K	Buy	+10,800	New	+$611K	0.22%	65

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return