Tompkins Financial’s Evergy EVRG Stock Holding History

Tompkins Financial’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	-21	Closed	-$1.12K	–	605
2024 Q1	$1.12K	Sell	21 -2,203	-99%	-$113K	﹤0.01%	593
2023 Q4	$116K	Hold	2,224	–	–	0.01%	254
2023 Q3	$113K	Sell	2,224 -260	-10%	-$14.8K	0.02%	230
2023 Q2	$145K	Hold	2,484	–	–	0.02%	213
2023 Q1	$152K	Hold	2,484	–	–	0.02%	209
2022 Q4	$156K	Hold	2,484	–	–	0.02%	212
2022 Q3	$148K	Sell	2,484 -1,000	-29%	-$67.3K	0.03%	205
2022 Q2	$227K	Hold	3,484	–	–	0.04%	169
2022 Q1	$238K	Buy	3,484 +2,484	+248%	+$160K	0.03%	172
2021 Q4	$69K	Hold	1,000	–	–	0.01%	203
2021 Q3	$62K	Buy	+1,000	New	+$65.6K	0.01%	211
2021 Q1	$60K	Hold	1,000	–	–	0.01%	237
2020 Q4	$56K	Hold	1,000	–	–	0.01%	228
2020 Q3	$51K	Hold	1,000	–	–	0.01%	231
2020 Q2	$59K	Hold	1,000	–	–	0.01%	217
2020 Q1	$55K	Hold	1,000	–	–	0.01%	230
2019 Q4	$65K	Hold	1,000	–	–	0.01%	237
2019 Q3	$67K	Sell	1,000 -1,119	-53%	-$70.8K	0.01%	207
2019 Q2	$127K	Sell	2,119 -255	-11%	-$14.9K	0.03%	171
2019 Q1	$138K	Sell	2,374 -74	-3%	-$4.21K	0.03%	171
2018 Q4	$139K	Hold	2,448	–	–	0.03%	174
2018 Q3	$134K	Hold	2,448	–	–	0.03%	187
2018 Q2	$137K	Buy	+2,448	New	+$131K	0.03%	192

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Tompkins Financial's EVRG Position: Q2 2024 in Review

Tompkins Financial sold out of Evergy (EVRG) in Q2 2024, closing a stake of 21 shares — an estimated $1.12K sold.

Tompkins Financial first reported a position in EVRG in Q2 2018 and held it in 23 quarters. The position peaked at $238K in Q1 2022. 700 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

Tompkins Financial reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
Tompkins Financial sold 21 Evergy shares in Q2 2024, an estimated $1.12K.
Tompkins Financial first reported a position in Evergy in Q2 2018 and held it in 23 quarters.
Tompkins Financial's Evergy position peaked at $238K in Q1 2022.
700 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.