RJFSA
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Raymond James Financial Services Advisors’s Evergy EVRG Stock Holding History

Raymond James Financial Services 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
Q3 		$5.61M Sell
90,505
-406
-0.4% -$23.6K 0.01% 1159
2024
Q2 		$4.82M Buy
90,911
+7,440
+9% +$396K 0.01% 1181
2024
Q1 		$4.46M Buy
83,471
+4,619
+6% +$236K 0.01% 1200
2023
Q4 		$4.12M Buy
78,852
+18,555
+31% +$934K 0.01% 1193
2023
Q3 		$3.06M Buy
60,297
+325
+0.5% +$18.5K 0.01% 1267
2023
Q2 		$3.5M Buy
59,972
+1,417
+2% +$85.6K 0.01% 1216
2023
Q1 		$3.58M Buy
58,555
+20,964
+56% +$1.28M 0.01% 1159
2022
Q4 		$2.37M Sell
37,591
-512
-1% -$30.7K ﹤0.01% 1351
2022
Q3 		$2.26M Sell
38,103
-144
-0.4% -$9.69K 0.01% 1361
2022
Q2 		$2.5M Sell
38,247
-1,414
-4% -$95.9K 0.01% 1322
2022
Q1 		$2.71M Sell
39,661
-907
-2% -$58.5K 0.01% 1321
2021
Q4 		$2.78M Buy
40,568
+3,350
+9% +$218K 0.01% 1327
2021
Q3 		$2.31M Buy
37,218
+1,605
+5% +$105K ﹤0.01% 1404
2021
Q2 		$2.15M Buy
35,613
+2,340
+7% +$146K ﹤0.01% 1425
2021
Q1 		$1.98M Buy
33,273
+4,569
+16% +$253K ﹤0.01% 1410
2020
Q4 		$1.59M Sell
28,704
-2,133
-7% -$117K ﹤0.01% 1432
2020
Q3 		$1.57M Sell
30,837
-22,188
-42% -$1.24M ﹤0.01% 1288
2020
Q2 		$3.14M Buy
53,025
+1,523
+3% +$90.2K 0.01% 912
2020
Q1 		$2.83M Sell
51,502
-6,741
-12% -$443K 0.01% 744
2019
Q4 		$3.79M Buy
58,243
+22,796
+64% +$1.45M 0.01% 835
2019
Q3 		$2.36M Buy
35,447
+921
+3% +$58.3K 0.01% 1023
2019
Q2 		$2.08M Buy
34,526
+12,670
+58% +$741K 0.01% 1091
2019
Q1 		$1.27M Sell
21,856
-11,610
-35% -$661K 0.01% 1321
2018
Q4 		$1.9M Buy
33,466
+1,227
+4% +$70.8K 0.01% 925
2018
Q3 		$1.77M Buy
32,239
+192
+0.6% +$10.9K 0.01% 1149
2018
Q2 		$1.8M Buy
+32,047
New +$1.72M 0.01% 1073

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 $1.02T AUM 30.18% 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
ZP
Zimmer Partners New York $4.15B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's EVRG Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Evergy (EVRG) stake by 0.45% in Q3 2024, selling an estimated $23.6K and leaving 90,505 shares worth $5.61M. The position accounts for 0.01% of the portfolio, ranked #1159.

Raymond James Financial Services Advisors first reported a position in EVRG in Q2 2018 and has held it in 26 quarters since. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Raymond James Financial Services Advisors held 90,505 shares of Evergy worth $5.61M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 406 Evergy shares in Q3 2024, an estimated $23.6K.
  • Evergy made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1159 holding.
  • Raymond James Financial Services Advisors first reported a position in Evergy in Q2 2018 and has held it in 26 quarters since.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.