RJT
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Raymond James Trust’s Evergy EVRG Stock Holding History

Raymond James Trust’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 		$361K Sell
5,815
-335
-5% -$19.5K 0.01% 937
2024
Q2 		$326K Buy
6,150
+162
+3% +$8.62K 0.01% 935
2024
Q1 		$320K Sell
5,988
-806
-12% -$41.2K 0.01% 935
2023
Q4 		$355K Buy
6,794
+100
+1% +$5.03K 0.01% 845
2023
Q3 		$339K Sell
6,694
-392
-6% -$22.3K 0.01% 812
2023
Q2 		$414K Buy
7,086
+97
+1% +$5.86K 0.01% 738
2023
Q1 		$427K Buy
6,989
+13
+0.2% +$791 0.01% 698
2022
Q4 		$439K Sell
6,976
-2
-0% -$120 0.01% 657
2022
Q3 		$415K Sell
6,978
-420
-6% -$28.3K 0.02% 651
2022
Q2 		$482K Buy
7,398
+52
+0.7% +$3.53K 0.02% 596
2022
Q1 		$502K Sell
7,346
-116
-2% -$7.48K 0.02% 645
2021
Q4 		$512K Buy
7,462
+1,518
+26% +$98.7K 0.02% 634
2021
Q3 		$370K Sell
5,944
-751
-11% -$49.2K 0.01% 752
2021
Q2 		$405K Buy
6,695
+944
+16% +$59.1K 0.01% 710
2021
Q1 		$342K Sell
5,751
-624
-10% -$34.5K 0.01% 765
2020
Q4 		$354K Sell
6,375
-1,067
-14% -$58.5K 0.01% 690
2020
Q3 		$378K Buy
7,442
+2,251
+43% +$126K 0.02% 587
2020
Q2 		$308K Sell
5,191
-1,197
-19% -$70.9K 0.01% 649
2020
Q1 		$352K Sell
6,388
-24,907
-80% -$1.64M 0.02% 499
2019
Q4 		$2.04M Sell
31,295
-90
-0.3% -$5.74K 0.1% 188
2019
Q3 		$2.09M Buy
31,385
+575
+2% +$36.4K 0.11% 188
2019
Q2 		$1.85M Buy
30,810
+1,703
+6% +$99.6K 0.1% 191
2019
Q1 		$1.69M Buy
29,107
+375
+1% +$21.3K 0.1% 196
2018
Q4 		$1.63M Sell
28,732
-1,092
-4% -$63K 0.1% 191
2018
Q3 		$1.64M Buy
29,824
+399
+1% +$22.6K 0.09% 207
2018
Q2 		$1.65M Buy
+29,425
New +$1.58M 0.1% 206

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
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 Trust's EVRG Position: Q3 2024 in Review

Raymond James Trust reduced its Evergy (EVRG) stake by 5.4% in Q3 2024, selling an estimated $19.5K and leaving 5,815 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #937.

Raymond James Trust first reported a position in EVRG in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.09M in Q3 2019. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Raymond James Trust held 5,815 shares of Evergy worth $361K as of Q3 2024.
  • Raymond James Trust sold 335 Evergy shares in Q3 2024, an estimated $19.5K.
  • Evergy made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #937 holding.
  • Raymond James Trust first reported a position in Evergy in Q2 2018 and has held it in 26 quarters since.
  • Raymond James Trust's Evergy position peaked at $2.09M in Q3 2019.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.