UCMOK
EVRG icon

United Capital Management of KS’s Evergy EVRG Stock Holding History

United Capital Management of KS’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
Q4 		– Sell
-3,246
Closed -$201K – 92
2024
Q3 		$201K Buy
+3,246
New +$189K 0.04% 80
2023
Q3 		– Sell
-3,621
Closed -$212K – 75
2023
Q2 		$212K Sell
3,621
-310
-8% -$18.7K 0.07% 77
2023
Q1 		$240K Sell
3,931
-154
-4% -$9.37K 0.09% 76
2022
Q4 		$257K Buy
4,085
+13
+0.3% +$781 0.11% 75
2022
Q3 		$242K Sell
4,072
-60
-1% -$4.04K 0.11% 79
2022
Q2 		$270K Sell
4,132
-135
-3% -$9.16K 0.13% 73
2022
Q1 		$292K Sell
4,267
-24
-0.6% -$1.55K 0.11% 81
2021
Q4 		$294K Sell
4,291
-547
-11% -$35.6K 0.11% 80
2021
Q3 		$301K Buy
4,838
+108
+2% +$7.08K 0.12% 78
2021
Q2 		$286K Sell
4,730
-993
-17% -$62.1K 0.12% 85
2021
Q1 		$341K Sell
5,723
-418
-7% -$23.1K 0.16% 78
2020
Q4 		$341K Sell
6,141
-790
-11% -$43.3K 0.16% 77
2020
Q3 		$352K Sell
6,931
-192
-3% -$10.7K 0.18% 74
2020
Q2 		$422K Sell
7,123
-1,234
-15% -$73.1K 0.25% 72
2020
Q1 		$460K Sell
8,357
-1,934
-19% -$127K 0.39% 58
2019
Q4 		$670K Sell
10,291
-668
-6% -$42.6K 0.42% 70
2019
Q3 		$719K Sell
10,959
-255
-2% -$16.1K 0.53% 60
2019
Q2 		$675K Sell
11,214
-170
-1% -$9.95K 0.51% 62
2019
Q1 		$650K Sell
11,384
-1,604
-12% -$91.3K 0.51% 60
2018
Q4 		$737K Sell
12,988
-1,730
-12% -$99.9K 0.68% 52
2018
Q3 		$823K Buy
+14,718
New +$833K 0.66% 50

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Management of KS's EVRG Position: Q4 2024 in Review

United Capital Management of KS sold out of Evergy (EVRG) in Q4 2024, closing a stake of 3,246 shares — an estimated $201K sold.

United Capital Management of KS first reported a position in EVRG in Q3 2018 and held it in 21 quarters. The position peaked at $823K in Q3 2018. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • United Capital Management of KS reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • United Capital Management of KS sold 3,246 Evergy shares in Q4 2024, an estimated $201K.
  • United Capital Management of KS first reported a position in Evergy in Q3 2018 and held it in 21 quarters.
  • United Capital Management of KS's Evergy position peaked at $823K in Q3 2018.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on United Capital Management of KS's 13F filing for Q4 2024, filed 10 Feb 2025.