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Turtle Creek Wealth Advisors’s Evergy EVRG Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-309
Closed -$16.1K – 400
2023
Q4 		$16.1K Buy
+309
New +$15.6K ﹤0.01% 463

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Turtle Creek Wealth Advisors's EVRG Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Evergy (EVRG) in Q1 2024, closing a stake of 309 shares — an estimated $16.1K sold.

Turtle Creek Wealth Advisors first reported a position in EVRG in Q4 2023 and held it in 1 quarter. The position peaked at $16.1K in Q4 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 309 Evergy shares in Q1 2024, an estimated $16.1K.
  • Turtle Creek Wealth Advisors first reported a position in Evergy in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Evergy position peaked at $16.1K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.