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Stoneridge Investment Partners’s Evergy EVRG Stock Holding History

Stoneridge Investment Partners’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
-35,778
Closed -$1.87M – 132
2023
Q4 		$1.87M Buy
+35,778
New +$1.8M 0.79% 45
2021
Q3 		– Sell
-6,100
Closed -$369K – 119
2021
Q2 		$369K Buy
+6,100
New +$382K 0.18% 87
2021
Q1 		– Sell
-30,757
Closed -$1.71M – 120
2020
Q4 		$1.71M Sell
30,757
-9,244
-23% -$507K 0.99% 32
2020
Q3 		$2.03M Buy
+40,001
New +$2.24M 1.34% 20

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Stoneridge Investment Partners's EVRG Position: Q1 2024 in Review

Stoneridge Investment Partners sold out of Evergy (EVRG) in Q1 2024, closing a stake of 35,778 shares — an estimated $1.87M sold.

Stoneridge Investment Partners first reported a position in EVRG in Q3 2020 and held it in 4 quarters. The position peaked at $2.03M in Q3 2020. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Stoneridge Investment Partners reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 35,778 Evergy shares in Q1 2024, an estimated $1.87M.
  • Stoneridge Investment Partners first reported a position in Evergy in Q3 2020 and held it in 4 quarters.
  • Stoneridge Investment Partners's Evergy position peaked at $2.03M in Q3 2020.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Stoneridge Investment Partners's 13F filing for Q1 2024, filed 6 May 2024.