SCA
EVRG icon

Stonebridge Capital Advisors’s Evergy EVRG Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-12
Closed -$608 – 413
2023
Q3 		$608 Hold
12
– – ﹤0.01% 876
2023
Q2 		$701 Hold
12
– – ﹤0.01% 879
2023
Q1 		$733 Hold
12
– – ﹤0.01% 877
2022
Q4 		$755 Hold
12
– – ﹤0.01% 882
2022
Q3 		$1K Buy
+12
New +$807 ﹤0.01% 888
2022
Q1 		– Sell
-165
Closed -$11K – 1043
2021
Q4 		$11K Buy
+165
New +$10.7K ﹤0.01% 623
2020
Q1 		– Sell
-100
Closed -$7K – 797
2019
Q4 		$7K Sell
100
-62
-38% -$3.95K ﹤0.01% 596
2019
Q3 		$11K Buy
162
+62
+62% +$3.92K ﹤0.01% 537
2019
Q2 		$6K Buy
+100
New +$5.85K ﹤0.01% 643

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stonebridge Capital Advisors's EVRG Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Evergy (EVRG) in Q4 2023, closing a stake of 12 shares — an estimated $608 sold.

Stonebridge Capital Advisors first reported a position in EVRG in Q2 2019 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 12 Evergy shares in Q4 2023, an estimated $608.
  • Stonebridge Capital Advisors first reported a position in Evergy in Q2 2019 and held it in 9 quarters.
  • Stonebridge Capital Advisors's Evergy position peaked at $11K in Q4 2021.
  • 705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.