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Raymond James & Associates’s Evergy EVRG Stock Holding History

Raymond James & Associates’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 		$2.68M Sell
43,154
-9,194
-18% -$535K ﹤0.01% 2058
2024
Q2 		$2.77M Buy
52,348
+1,037
+2% +$55.2K ﹤0.01% 1964
2024
Q1 		$2.74M Sell
51,311
-14,663
-22% -$749K ﹤0.01% 1968
2023
Q4 		$3.44M Buy
65,974
+4,655
+8% +$234K ﹤0.01% 1768
2023
Q3 		$3.11M Sell
61,319
-4,024
-6% -$228K ﹤0.01% 1758
2023
Q2 		$3.82M Sell
65,343
-4,594
-7% -$277K ﹤0.01% 1656
2023
Q1 		$4.27M Buy
69,937
+806
+1% +$49K ﹤0.01% 1568
2022
Q4 		$4.35M Sell
69,131
-4,309
-6% -$259K ﹤0.01% 1499
2022
Q3 		$4.36M Sell
73,440
-354
-0.5% -$23.8K ﹤0.01% 1455
2022
Q2 		$4.82M Buy
73,794
+289
+0.4% +$19.6K ﹤0.01% 1424
2022
Q1 		$5.02M Sell
73,505
-11,342
-13% -$732K ﹤0.01% 1508
2021
Q4 		$5.82M Sell
84,847
-4,370
-5% -$284K ﹤0.01% 1454
2021
Q3 		$5.55M Sell
89,217
-1,226
-1% -$80.4K 0.01% 1430
2021
Q2 		$5.47M Buy
90,443
+1,185
+1% +$74.1K 0.01% 1433
2021
Q1 		$5.31M Sell
89,258
-77,490
-46% -$4.29M 0.01% 1392
2020
Q4 		$9.26M Sell
166,748
-53,521
-24% -$2.94M 0.01% 1002
2020
Q3 		$11.2M Buy
220,269
+95,181
+76% +$5.32M 0.01% 808
2020
Q2 		$7.42M Buy
125,088
+5,845
+5% +$346K 0.01% 975
2020
Q1 		$6.56M Sell
119,243
-610,028
-84% -$40.1M 0.01% 921
2019
Q4 		$47.5M Buy
729,271
+20,432
+3% +$1.3M 0.06% 285
2019
Q3 		$47.2M Sell
708,839
-109,664
-13% -$6.94M 0.07% 260
2019
Q2 		$49.2M Sell
818,503
-13,747
-2% -$804K 0.07% 259
2019
Q1 		$48.3M Buy
832,250
+83,733
+11% +$4.77M 0.07% 252
2018
Q4 		$42.5M Sell
748,517
-2,152
-0.3% -$124K 0.07% 242
2018
Q3 		$41.2M Buy
750,669
+27,813
+4% +$1.57M 0.06% 280
2018
Q2 		$40.6M Buy
+722,856
New +$38.7M 0.07% 263

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 $3.37T AUM 44.26% 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

Raymond James & Associates's EVRG Position: Q3 2024 in Review

Raymond James & Associates reduced its Evergy (EVRG) stake by 18% in Q3 2024, selling an estimated $535K and leaving 43,154 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Raymond James & Associates first reported a position in EVRG in Q2 2018 and has held it in 26 quarters since. The position peaked at $49.2M in Q2 2019. 718 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Raymond James & Associates held 43,154 shares of Evergy worth $2.68M as of Q3 2024.
  • Raymond James & Associates sold 9,194 Evergy shares in Q3 2024, an estimated $535K.
  • Evergy made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2058 holding.
  • Raymond James & Associates first reported a position in Evergy in Q2 2018 and has held it in 26 quarters since.
  • Raymond James & Associates's Evergy position peaked at $49.2M in Q2 2019.
  • 718 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.