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Vident Investment Advisory’s Evergy EVRG Stock Holding History

Vident Investment Advisory’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
-3,471
Closed -$203K – 353
2023
Q2 		$203K Buy
+3,471
New +$210K 0.01% 1057
2022
Q2 		– Sell
-10,439
Closed -$713K – 1313
2022
Q1 		$713K Sell
10,439
-53,272
-84% -$3.44M 0.02% 813
2021
Q4 		$4.37M Buy
63,711
+19,775
+45% +$1.29M 0.11% 204
2021
Q3 		$2.73M Buy
43,936
+21,654
+97% +$1.42M 0.08% 267
2021
Q2 		$1.35M Buy
22,282
+11,258
+102% +$704K 0.04% 565
2021
Q1 		$656K Buy
+11,024
New +$610K 0.02% 716
2020
Q3 		– Sell
-7,323
Closed -$434K – 894
2020
Q2 		$434K Sell
7,323
-11,547
-61% -$684K 0.02% 682
2020
Q1 		$1.04M Sell
18,870
-7,011
-27% -$461K 0.07% 386
2019
Q4 		$1.69M Sell
25,881
-1,143
-4% -$72.9K 0.1% 300
2019
Q3 		$1.8M Sell
27,024
-407
-1% -$25.7K 0.16% 92
2019
Q2 		$1.65M Buy
27,431
+1,656
+6% +$96.9K 0.13% 105
2019
Q1 		$1.5M Buy
25,775
+4,702
+22% +$268K 0.08% 346
2018
Q4 		$1.2M Buy
21,073
+3,298
+19% +$190K 0.07% 385
2018
Q3 		$976K Sell
17,775
-7,607
-30% -$430K 0.04% 476
2018
Q2 		$1.43M Buy
+25,382
New +$1.36M 0.06% 366

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

Vident Investment Advisory's EVRG Position: Q3 2023 in Review

Vident Investment Advisory sold out of Evergy (EVRG) in Q3 2023, closing a stake of 3,471 shares — an estimated $203K sold.

Vident Investment Advisory first reported a position in EVRG in Q2 2018 and held it in 15 quarters. The position peaked at $4.37M in Q4 2021. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Vident Investment Advisory reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 3,471 Evergy shares in Q3 2023, an estimated $203K.
  • Vident Investment Advisory first reported a position in Evergy in Q2 2018 and held it in 15 quarters.
  • Vident Investment Advisory's Evergy position peaked at $4.37M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.