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RFP Financial Group’s Evergy EVRG Stock Holding History

RFP Financial 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 		– Sell
-109
Closed -$5.69K – 884
2023
Q4 		$5.69K Hold
109
– – ﹤0.01% 521
2023
Q3 		$5.53K Hold
109
– – ﹤0.01% 499
2023
Q2 		$6.37K Hold
109
– – ﹤0.01% 511
2023
Q1 		$6.66K Hold
109
– – 0.01% 344
2022
Q4 		$6.86K Buy
+109
New +$6.55K ﹤0.01% 463

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

RFP Financial Group's EVRG Position: Q1 2024 in Review

RFP Financial Group sold out of Evergy (EVRG) in Q1 2024, closing a stake of 109 shares — an estimated $5.69K sold.

RFP Financial Group first reported a position in EVRG in Q4 2022 and held it in 5 quarters. The position peaked at $6.86K in Q4 2022. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • RFP Financial Group reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 109 Evergy shares in Q1 2024, an estimated $5.69K.
  • RFP Financial Group first reported a position in Evergy in Q4 2022 and held it in 5 quarters.
  • RFP Financial Group's Evergy position peaked at $6.86K in Q4 2022.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.