QI
EVRG icon

Qtron Investments’s Evergy EVRG Stock Holding History

Qtron Investments’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
-9,601
Closed -$509K – 441
2024
Q2 		$509K Hold
9,601
– – 0.07% 316
2024
Q1 		$513K Hold
9,601
– – 0.07% 342
2023
Q4 		$501K Hold
9,601
– – 0.08% 325
2023
Q3 		$487K Buy
9,601
+5,176
+117% +$294K 0.09% 293
2023
Q2 		$259K Buy
+4,425
New +$267K 0.05% 366
2022
Q1 		– Sell
-3,688
Closed -$253K – 345
2021
Q4 		$253K Sell
3,688
-3,812
-51% -$248K 0.06% 295
2021
Q3 		$466K Sell
7,500
-6,294
-46% -$413K 0.13% 226
2021
Q2 		$834K Hold
13,794
– – 0.21% 133
2021
Q1 		$821K Buy
+13,794
New +$763K 0.23% 110
2020
Q3 		– Sell
-5,896
Closed -$350K – 280
2020
Q2 		$350K Sell
5,896
-1,146
-16% -$67.9K 0.14% 180
2020
Q1 		$388K Buy
7,042
+2,100
+42% +$138K 0.23% 143
2019
Q4 		$322K Buy
+4,942
New +$315K 0.19% 160

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 $3.38T AUM 44.17% 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

Qtron Investments's EVRG Position: Q3 2024 in Review

Qtron Investments sold out of Evergy (EVRG) in Q3 2024, closing a stake of 9,601 shares — an estimated $509K sold.

Qtron Investments first reported a position in EVRG in Q4 2019 and held it in 12 quarters. The position peaked at $834K in Q2 2021. 719 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Qtron Investments reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • Qtron Investments sold 9,601 Evergy shares in Q3 2024, an estimated $509K.
  • Qtron Investments first reported a position in Evergy in Q4 2019 and held it in 12 quarters.
  • Qtron Investments's Evergy position peaked at $834K in Q2 2021.
  • 719 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Qtron Investments's 13F filing for Q3 2024, filed 13 Nov 2024.