TPSF
EVRG icon

Texas Permanent School Fund’s Evergy EVRG Stock Holding History

Texas Permanent School Fund’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
-47,485
Closed -$2.53M – 471
2024
Q1 		$2.53M Buy
47,485
+1,180
+3% +$60.3K 0.02% 941
2023
Q4 		$2.42M Sell
46,305
-60
-0.1% -$3.02K 0.02% 952
2023
Q3 		$2.35M Sell
46,365
-1,797
-4% -$102K 0.02% 869
2023
Q2 		$2.81M Buy
48,162
+308
+0.6% +$18.6K 0.03% 797
2023
Q1 		$2.92M Buy
47,854
+15,241
+47% +$927K 0.03% 759
2022
Q4 		$2.05M Buy
32,613
+137
+0.4% +$8.23K 0.03% 753
2022
Q3 		$1.93M Buy
32,476
+2,166
+7% +$146K 0.03% 753
2022
Q2 		$1.98M Buy
30,310
+568
+2% +$38.5K 0.03% 774
2022
Q1 		$2.03M Sell
29,742
-1,885
-6% -$122K 0.03% 843
2021
Q4 		$2.17M Sell
31,627
-3,797
-11% -$247K 0.03% 863
2021
Q3 		$2.2M Sell
35,424
-2,664
-7% -$175K 0.03% 839
2021
Q2 		$2.3M Buy
38,088
+192
+0.5% +$12K 0.03% 836
2021
Q1 		$2.26M Sell
37,896
-698
-2% -$38.6K 0.03% 831
2020
Q4 		$2.14M Sell
38,594
-3,062
-7% -$168K 0.03% 808
2020
Q3 		$2.12M Buy
41,656
+1,701
+4% +$95.1K 0.03% 744
2020
Q2 		$2.37M Sell
39,955
-1,437
-3% -$85.1K 0.04% 587
2020
Q1 		$2.28M Buy
41,392
+1,065
+3% +$70K 0.04% 533
2019
Q4 		$2.63M Sell
40,327
-3,535
-8% -$225K 0.04% 575
2019
Q3 		$2.92M Sell
43,862
-3,212
-7% -$203K 0.05% 494
2019
Q2 		$2.83M Sell
47,074
-2,463
-5% -$144K 0.04% 511
2019
Q1 		$2.88M Sell
49,537
-3,454
-7% -$197K 0.05% 490
2018
Q4 		$3.01M Sell
52,991
-8,000
-13% -$462K 0.05% 394
2018
Q3 		$3.35M Sell
60,991
-9,493
-13% -$537K 0.05% 452
2018
Q2 		$3.96M Buy
+70,484
New +$3.78M 0.05% 374

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Texas Permanent School Fund's EVRG Position: Q2 2024 in Review

Texas Permanent School Fund sold out of Evergy (EVRG) in Q2 2024, closing a stake of 47,485 shares — an estimated $2.53M sold.

Texas Permanent School Fund first reported a position in EVRG in Q2 2018 and held it in 24 quarters. The position peaked at $3.96M in Q2 2018. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Texas Permanent School Fund reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Texas Permanent School Fund sold 47,485 Evergy shares in Q2 2024, an estimated $2.53M.
  • Texas Permanent School Fund first reported a position in Evergy in Q2 2018 and held it in 24 quarters.
  • Texas Permanent School Fund's Evergy position peaked at $3.96M in Q2 2018.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Texas Permanent School Fund's 13F filing for Q2 2024, filed 7 Aug 2024.