Scarborough Advisors’s Evergy EVRG Stock Holding History

Scarborough 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	–	Sell	-296	Closed	–	–	237
2024 Q2	$0	Hold	296	–	–	﹤0.01%	456
2024 Q1	$0	Hold	296	–	–	﹤0.01%	480
2023 Q4	$0	Buy	+296	New	+$14.9K	﹤0.01%	729

Other funds holding EVRG

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

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

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

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

Scarborough Advisors's EVRG Position: Q3 2024 in Review

Scarborough Advisors sold out of Evergy (EVRG) in Q3 2024, closing a stake of 296 shares.

Scarborough Advisors first reported a position in EVRG in Q4 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Scarborough Advisors reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Scarborough Advisors sold 296 Evergy shares in Q3 2024.
Scarborough Advisors first reported a position in Evergy in Q4 2023 and held it in 3 quarters.
Scarborough Advisors's Evergy position peaked at $0 in Q2 2024.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.