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Scout Investments’s Evergy EVRG Stock Holding History

Scout Investments’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
-252,921
Closed -$13.3M – 198
2024
Q1 		$13.3M Sell
252,921
-181,086
-42% -$9.25M 0.33% 114
2023
Q4 		$22.7M Sell
434,007
-113,764
-21% -$5.73M 0.57% 61
2023
Q3 		$26.3M Buy
547,771
+240,855
+78% +$13.7M 0.6% 60
2023
Q2 		$18.8M Sell
306,916
-498,003
-62% -$30.1M 0.38% 94
2023
Q1 		$49.2M Sell
804,919
-363,108
-31% -$22.1M 1% 22
2022
Q4 		$73.5M Sell
1,168,027
-105,446
-8% -$6.33M 1.5% 9
2022
Q3 		$75.6M Sell
1,273,473
-70,078
-5% -$4.71M 1.57% 7
2022
Q2 		$87.7M Buy
1,343,551
+214,913
+19% +$14.6M 1.74% 5
2022
Q1 		$77.1M Sell
1,128,638
-30,298
-3% -$1.95M 1.23% 17
2021
Q4 		$79.5M Sell
1,158,936
-27,433
-2% -$1.78M 1.15% 12
2021
Q3 		$73.8M Buy
1,186,369
+169,523
+17% +$11.1M 1.1% 11
2021
Q2 		$61.4M Buy
1,016,846
+12,048
+1% +$754K 0.91% 22
2021
Q1 		$59.8M Buy
1,004,798
+280,939
+39% +$15.5M 0.9% 19
2020
Q4 		$40.2M Buy
723,859
+337,485
+87% +$18.5M 0.74% 18
2020
Q3 		$19.6M Buy
386,374
+17,720
+5% +$991K 0.44% 82
2020
Q2 		$21.9M Buy
+368,654
New +$21.8M 0.52% 59
2019
Q1 		– Sell
-1,517,831
Closed -$86.2M – 284
2018
Q4 		$86.2M Buy
1,517,831
+1,240,119
+447% +$71.6M 2.17% 3
2018
Q3 		$15.3M Buy
+277,712
New +$15.7M 0.32% 141

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Scout Investments's EVRG Position: Q2 2024 in Review

Scout Investments sold out of Evergy (EVRG) in Q2 2024, closing a stake of 252,921 shares — an estimated $13.3M sold.

Scout Investments first reported a position in EVRG in Q3 2018 and held it in 18 quarters. The position peaked at $87.7M in Q2 2022. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Scout Investments reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Scout Investments sold 252,921 Evergy shares in Q2 2024, an estimated $13.3M.
  • Scout Investments first reported a position in Evergy in Q3 2018 and held it in 18 quarters.
  • Scout Investments's Evergy position peaked at $87.7M in Q2 2022.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Scout Investments's 13F filing for Q2 2024, filed 12 Aug 2024.