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Virtue Capital Management’s Evergy EVRG Stock Holding History

Virtue Capital Management’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
Q1 		– Sell
-5,252
Closed -$281K – 396
2023
Q4 		$281K Sell
5,252
-3,235
-38% -$163K 0.06% 297
2023
Q3 		$507K Hold
8,487
– – 0.09% 211
2023
Q2 		$507K Buy
8,487
+1,838
+28% +$111K 0.09% 211
2023
Q1 		$412K Buy
6,649
+214
+3% +$13K 0.07% 249
2022
Q4 		$405K Buy
+6,435
New +$386K 0.06% 243
2022
Q2 		– Sell
-6,934
Closed -$474K – 323
2022
Q1 		$474K Buy
6,934
+2,140
+45% +$138K 0.07% 279
2021
Q4 		$329K Buy
+4,794
New +$312K 0.05% 333

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Virtue Capital Management's EVRG Position: Q1 2024 in Review

Virtue Capital Management sold out of Evergy (EVRG) in Q1 2024, closing a stake of 5,252 shares — an estimated $281K sold.

Virtue Capital Management first reported a position in EVRG in Q4 2021 and held it in 7 quarters. The position peaked at $507K in Q3 2023. 693 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Virtue Capital Management reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Virtue Capital Management sold 5,252 Evergy shares in Q1 2024, an estimated $281K.
  • Virtue Capital Management first reported a position in Evergy in Q4 2021 and held it in 7 quarters.
  • Virtue Capital Management's Evergy position peaked at $507K in Q3 2023.
  • 693 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Virtue Capital Management's 13F filing for Q1 2024, filed 15 May 2024.