Unique Wealth Strategies’s Evergy EVRG Stock Holding History

Unique Wealth Strategies’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	-17,596	Closed	-$939K	–	362
2024 Q2	$939K	Hold	17,596	–	–	0.44%	65
2024 Q1	$939K	Buy	+17,596	New	+$899K	0.46%	65

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

Unique Wealth Strategies's EVRG Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Evergy (EVRG) in Q3 2024, closing a stake of 17,596 shares — an estimated $939K sold.

Unique Wealth Strategies first reported a position in EVRG in Q1 2024 and held it in 2 quarters. The position peaked at $939K in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Unique Wealth Strategies reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 17,596 Evergy shares in Q3 2024, an estimated $939K.
Unique Wealth Strategies first reported a position in Evergy in Q1 2024 and held it in 2 quarters.
Unique Wealth Strategies's Evergy position peaked at $939K in Q2 2024.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.