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Valley Wealth Managers’s Evergy EVRG Stock Holding History

Valley Wealth Managers’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
-1
Closed -$60 – 408
2024
Q3 		$60 Hold
1
– – ﹤0.01% 396
2024
Q2 		$52 Buy
+1
New +$53 ﹤0.01% 366
2022
Q4 		– Sell
-38
Closed -$2.28K – 399
2022
Q3 		$2K Hold
38
– – ﹤0.01% 367
2022
Q2 		$2K Buy
+38
New +$2.58K ﹤0.01% 383
2021
Q1 		– Sell
-230,099
Closed -$12.8M – 167
2020
Q4 		$12.8M Buy
230,099
+4,716
+2% +$259K 1.25% 41
2020
Q3 		$11.5M Buy
225,383
+47,780
+27% +$2.67M 1.26% 39
2020
Q2 		$10.5M Sell
177,603
-4,803
-3% -$284K 1.18% 42
2020
Q1 		$10M Sell
182,406
-1,890
-1% -$124K 1.3% 34
2019
Q4 		$12M Buy
184,296
+6,842
+4% +$436K 1.2% 43
2019
Q3 		$11.8M Sell
177,454
-2,333
-1% -$148K 1.25% 39
2019
Q2 		$10.8M Sell
179,787
-120,662
-40% -$7.06M 1.15% 42
2019
Q1 		$17.4M Buy
300,449
+3,901
+1% +$222K 1.9% 22
2018
Q4 		$16.8M Sell
296,548
-8,900
-3% -$514K 2.2% 14
2018
Q3 		$16.8M Sell
305,448
-11,354
-4% -$642K 1.98% 25
2018
Q2 		$17.8M Buy
+316,802
New +$17M 2.17% 17

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 $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley Wealth Managers's EVRG Position: Q4 2024 in Review

Valley Wealth Managers sold out of Evergy (EVRG) in Q4 2024, closing a stake of 1 share — an estimated $60 sold.

Valley Wealth Managers first reported a position in EVRG in Q2 2018 and held it in 15 quarters. The position peaked at $17.8M in Q2 2018. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Valley Wealth Managers reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 1 Evergy share in Q4 2024, an estimated $60.
  • Valley Wealth Managers first reported a position in Evergy in Q2 2018 and held it in 15 quarters.
  • Valley Wealth Managers's Evergy position peaked at $17.8M in Q2 2018.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Valley Wealth Managers's 13F filing for Q4 2024, filed 31 Jan 2025.