Sugarloaf Wealth Management’s Evergy EVRG Stock Holding History

Sugarloaf Wealth Management’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 Q4	$10.8K	Hold	176	–	–	﹤0.01%	490
2024 Q3	$10.9K	Hold	176	–	–	﹤0.01%	492
2024 Q2	$9.32K	Hold	176	–	–	﹤0.01%	486
2024 Q1	$9.39K	Hold	176	–	–	﹤0.01%	491
2023 Q4	$9.19K	Hold	176	–	–	﹤0.01%	496
2023 Q3	$8.92K	Hold	176	–	–	﹤0.01%	478
2023 Q2	$10.3K	Hold	176	–	–	﹤0.01%	472
2023 Q1	$10.8K	Hold	176	–	–	﹤0.01%	463
2022 Q4	$11.1K	Hold	176	–	–	﹤0.01%	480
2022 Q3	$11K	Hold	176	–	–	﹤0.01%	509
2022 Q2	$11K	Hold	176	–	–	﹤0.01%	506
2022 Q1	$12K	Hold	176	–	–	﹤0.01%	474
2021 Q4	$12K	Hold	176	–	–	﹤0.01%	489
2021 Q3	$11K	Hold	176	–	–	﹤0.01%	505
2021 Q2	$11K	Hold	176	–	–	﹤0.01%	483
2021 Q1	$10	Hold	176	–	–	﹤0.01%	495
2020 Q4	$10K	Hold	176	–	–	﹤0.01%	475
2020 Q3	$9K	Hold	176	–	–	﹤0.01%	464
2020 Q2	$10K	Hold	176	–	–	﹤0.01%	448
2020 Q1	$10K	Hold	176	–	–	﹤0.01%	431
2019 Q4	$11K	Buy	+176	New	+$11.2K	﹤0.01%	456

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's EVRG Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Evergy (EVRG) position steady in Q4 2024 at 176 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Sugarloaf Wealth Management first reported a position in EVRG in Q4 2019 and has held it in 21 quarters since. The position peaked at $12K in Q1 2022. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

Sugarloaf Wealth Management held 176 shares of Evergy worth $10.8K as of Q4 2024.
Sugarloaf Wealth Management left its Evergy share count unchanged in Q4 2024.
Evergy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #490 holding.
Sugarloaf Wealth Management first reported a position in Evergy in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Evergy position peaked at $12K in Q1 2022.
775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.