Transcendent Capital Group’s Evergy EVRG Stock Holding History

Transcendent Capital Group’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	-62	Closed	-$3.28K	–	474
2024 Q2	$3.28K	Buy	+62	New	+$3.3K	﹤0.01%	368

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Transcendent Capital Group's EVRG Position: Q3 2024 in Review

Transcendent Capital Group sold out of Evergy (EVRG) in Q3 2024, closing a stake of 62 shares — an estimated $3.28K sold.

Transcendent Capital Group first reported a position in EVRG in Q2 2024 and held it in 1 quarter. The position peaked at $3.28K in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Transcendent Capital Group reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Transcendent Capital Group sold 62 Evergy shares in Q3 2024, an estimated $3.28K.
Transcendent Capital Group first reported a position in Evergy in Q2 2024 and held it in 1 quarter.
Transcendent Capital Group's Evergy position peaked at $3.28K in Q2 2024.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Transcendent Capital Group's 13F filing for Q3 2024, filed 1 Nov 2024.