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VitalStone Financial’s Evergy EVRG Stock Holding History

VitalStone Financial’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
Q3 		$8.56K Buy
+138
New +$8.03K 0.01% 277
2023
Q3 		– Sell
-27
Closed -$2K – 495
2023
Q2 		$2K Buy
+27
New +$1.63K ﹤0.01% 785

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VitalStone Financial's EVRG Position: Q3 2024 in Review

VitalStone Financial opened a new position in Evergy (EVRG) in Q3 2024: 138 shares worth $8.56K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: VitalStone Financial previously reported a position in EVRG as recently as Q2 2023.

VitalStone Financial first reported a position in EVRG in Q2 2023 and has held it in 2 quarters since. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • VitalStone Financial held 138 shares of Evergy worth $8.56K as of Q3 2024.
  • Evergy was a new VitalStone Financial position in Q3 2024.
  • Evergy made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #277 holding.
  • VitalStone Financial first reported a position in Evergy in Q2 2023 and has held it in 2 quarters since.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.