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VisionPoint Advisory Group’s Evergy EVRG Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-4
Closed -$203 – 788
2023
Q3 		$203 Buy
+4
New +$227 ﹤0.01% 655
2019
Q4 		– Sell
-36,341
Closed -$2.4M – 132
2019
Q3 		$2.4M Buy
36,341
+2,802
+8% +$177K 0.66% 26
2019
Q2 		$2.02M Sell
33,539
-675
-2% -$39.5K 0.58% 28
2019
Q1 		$1.99M Buy
34,214
+3,063
+10% +$174K 0.56% 32
2018
Q4 		$1.77M Buy
+31,151
New +$1.8M 0.57% 32

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VisionPoint Advisory Group's EVRG Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Evergy (EVRG) in Q4 2023, closing a stake of 4 shares — an estimated $203 sold.

VisionPoint Advisory Group first reported a position in EVRG in Q4 2018 and held it in 5 quarters. The position peaked at $2.4M in Q3 2019. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4 Evergy shares in Q4 2023, an estimated $203.
  • VisionPoint Advisory Group first reported a position in Evergy in Q4 2018 and held it in 5 quarters.
  • VisionPoint Advisory Group's Evergy position peaked at $2.4M in Q3 2019.
  • 704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.