SWS Partners’s Evergy EVRG Stock Holding History

SWS 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 Q3	–	Sell	-440	Closed	-$23.3K	–	167
2024 Q2	$23.3K	Buy	+440	New	+$23.4K	0.01%	198
2022 Q2	–	Sell	-400	Closed	-$27K	–	88
2022 Q1	$27K	Buy	+400	New	+$25.8K	0.02%	91

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWS Partners's EVRG Position: Q3 2024 in Review

SWS Partners sold out of Evergy (EVRG) in Q3 2024, closing a stake of 440 shares — an estimated $23.3K sold.

SWS Partners first reported a position in EVRG in Q1 2022 and held it in 2 quarters. The position peaked at $27K in Q1 2022. 718 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

SWS Partners reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 440 Evergy shares in Q3 2024, an estimated $23.3K.
SWS Partners first reported a position in Evergy in Q1 2022 and held it in 2 quarters.
SWS Partners's Evergy position peaked at $27K in Q1 2022.
718 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.