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Regions Financial Corp’s Evergy EVRG Stock Holding History

Regions Financial Corp’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
Q2 		– Sell
-5,246
Closed -$280K – 839
2024
Q1 		$280K Sell
5,246
-428
-8% -$21.9K ﹤0.01% 725
2023
Q4 		$296K Buy
5,674
+580
+11% +$29.2K ﹤0.01% 705
2023
Q3 		$258K Buy
5,094
+4
+0.1% +$227 ﹤0.01% 713
2023
Q2 		$297K Hold
5,090
– – ﹤0.01% 692
2023
Q1 		$311K Sell
5,090
-400
-7% -$24.3K ﹤0.01% 688
2022
Q4 		$345K Hold
5,490
– – ﹤0.01% 675
2022
Q3 		$326K Sell
5,490
-1,606
-23% -$108K ﹤0.01% 669
2022
Q2 		$463K Buy
7,096
+6
+0.1% +$407 ﹤0.01% 605
2022
Q1 		$485K Sell
7,090
-284
-4% -$18.3K ﹤0.01% 633
2021
Q4 		$506K Hold
7,374
– – ﹤0.01% 628
2021
Q3 		$459K Buy
7,374
+1,577
+27% +$103K ﹤0.01% 640
2021
Q2 		$350K Buy
+5,797
New +$363K ﹤0.01% 701
2020
Q2 		– Sell
-4,522
Closed -$249K – 832
2020
Q1 		$249K Buy
4,522
+13
+0.3% +$854 ﹤0.01% 644
2019
Q4 		$294K Buy
4,509
+1,112
+33% +$70.9K ﹤0.01% 677
2019
Q3 		$226K Buy
+3,397
New +$215K ﹤0.01% 738
2019
Q2 		– Sell
-3,212
Closed -$186K – 1088
2019
Q1 		$186K Hold
3,212
– – ﹤0.01% 813
2018
Q4 		$183K Hold
3,212
– – ﹤0.01% 790
2018
Q3 		$176K Buy
+3,212
New +$182K ﹤0.01% 865

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Regions Financial Corp's EVRG Position: Q2 2024 in Review

Regions Financial Corp sold out of Evergy (EVRG) in Q2 2024, closing a stake of 5,246 shares — an estimated $280K sold.

Regions Financial Corp first reported a position in EVRG in Q3 2018 and held it in 18 quarters. The position peaked at $506K in Q4 2021. 700 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Regions Financial Corp reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Regions Financial Corp sold 5,246 Evergy shares in Q2 2024, an estimated $280K.
  • Regions Financial Corp first reported a position in Evergy in Q3 2018 and held it in 18 quarters.
  • Regions Financial Corp's Evergy position peaked at $506K in Q4 2021.
  • 700 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Regions Financial Corp's 13F filing for Q2 2024, filed 31 Jul 2024.