Systematic Portfolios’s Evergy EVRG Stock Holding History

Systematic Portfolios’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	-5,066	Closed	-$270K	–	91
2024 Q1	$270K	Buy	+5,066	New	+$259K	0.89%	44

Other funds holding EVRG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Systematic Portfolios's EVRG Position: Q2 2024 in Review

Systematic Portfolios sold out of Evergy (EVRG) in Q2 2024, closing a stake of 5,066 shares — an estimated $270K sold.

Systematic Portfolios first reported a position in EVRG in Q1 2024 and held it in 1 quarter. The position peaked at $270K in Q1 2024. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

Systematic Portfolios reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
Systematic Portfolios sold 5,066 Evergy shares in Q2 2024, an estimated $270K.
Systematic Portfolios first reported a position in Evergy in Q1 2024 and held it in 1 quarter.
Systematic Portfolios's Evergy position peaked at $270K in Q1 2024.
699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.