Retirement Group’s Evergy EVRG Stock Holding History

Retirement Group’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 Q1	$57.3K	Buy	1,074 +250	+30%	+$12.8K	0.02%	219
2023 Q4	$43K	Buy	824 +790	+2,324%	+$39.8K	0.02%	240
2023 Q3	$1.72K	Hold	34	–	–	﹤0.01%	594
2023 Q2	$1.99K	Hold	34	–	–	﹤0.01%	616
2023 Q1	$2K	Hold	34	–	–	﹤0.01%	582
2022 Q4	$2K	Buy	+34	New	+$2.04K	﹤0.01%	517
2022 Q3	–	Sell	-34	Closed	-$2K	–	581
2022 Q2	$2K	Hold	34	–	–	﹤0.01%	617
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	619
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	608
2021 Q3	$2K	Hold	34	–	–	﹤0.01%	518
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	563
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	631
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	607
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	564
2020 Q2	$2K	Buy	+34	New	+$2.01K	﹤0.01%	539
2019 Q4	$2K	Buy	+34	New	+$2.17K	﹤0.01%	530

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Retirement Group's EVRG Position: Q1 2024 in Review

Retirement Group increased its Evergy (EVRG) stake by 30% in Q1 2024, buying an estimated $12.8K and bringing the position to 1,074 shares worth $57.3K. The position accounts for 0.02% of the portfolio, ranked #219.

Retirement Group first reported a position in EVRG in Q4 2019 and has held it in 16 quarters since. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

Retirement Group held 1,074 shares of Evergy worth $57.3K as of Q1 2024.
Retirement Group bought 250 Evergy shares in Q1 2024, an estimated $12.8K.
Evergy made up 0.02% of Retirement Group's portfolio in Q1 2024, its #219 holding.
Retirement Group first reported a position in Evergy in Q4 2019 and has held it in 16 quarters since.
692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.