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EVRG icon

Veritable’s Evergy EVRG Stock Holding History

Veritable’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
2023
Q3 		– Sell
-5,112
Closed -$299K – 273
2023
Q2 		$299K Sell
5,112
-715
-12% -$43.2K ﹤0.01% 702
2023
Q1 		$356K Buy
5,827
+51
+0.9% +$3.1K 0.01% 637
2022
Q4 		$363K Buy
5,776
+644
+13% +$38.7K 0.01% 611
2022
Q3 		$305K Buy
5,132
+93
+2% +$6.26K 0.01% 626
2022
Q2 		$329K Buy
5,039
+114
+2% +$7.73K 0.01% 650
2022
Q1 		$337K Sell
4,925
-81
-2% -$5.22K 0.01% 676
2021
Q4 		$343K Sell
5,006
-6
-0.1% -$390 0.01% 679
2021
Q3 		$312K Buy
5,012
+682
+16% +$44.7K 0.01% 673
2021
Q2 		$262K Buy
4,330
+69
+2% +$4.32K ﹤0.01% 737
2021
Q1 		$254K Buy
4,261
+52
+1% +$2.88K ﹤0.01% 708
2020
Q4 		$234K Sell
4,209
-1,086
-21% -$59.6K ﹤0.01% 713
2020
Q3 		$269K Buy
5,295
+186
+4% +$10.4K 0.01% 605
2020
Q2 		$303K Sell
5,109
-792
-13% -$46.9K 0.01% 596
2020
Q1 		$325K Sell
5,901
-642
-10% -$42.2K 0.01% 542
2019
Q4 		$426K Buy
6,543
+198
+3% +$12.6K 0.01% 564
2019
Q3 		$422K Buy
6,345
+192
+3% +$12.1K 0.01% 556
2019
Q2 		$370K Buy
6,153
+57
+0.9% +$3.33K 0.01% 587
2019
Q1 		$354K Sell
6,096
-122
-2% -$6.94K 0.01% 594
2018
Q4 		$353K Buy
6,218
+1,227
+25% +$70.8K 0.01% 557
2018
Q3 		$274K Sell
4,991
-289
-5% -$16.3K 0.01% 666
2018
Q2 		$296K Buy
+5,280
New +$283K 0.01% 641

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Veritable's EVRG Position: Q3 2023 in Review

Veritable sold out of Evergy (EVRG) in Q3 2023, closing a stake of 5,112 shares — an estimated $299K sold.

Veritable first reported a position in EVRG in Q2 2018 and held it in 21 quarters. The position peaked at $426K in Q4 2019. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Veritable reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 5,112 Evergy shares in Q3 2023, an estimated $299K.
  • Veritable first reported a position in Evergy in Q2 2018 and held it in 21 quarters.
  • Veritable's Evergy position peaked at $426K in Q4 2019.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.