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Westwood Holdings Group’s Evergy EVRG Stock Holding History

Westwood Holdings 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
2024
Q4 		– Sell
-6,076
Closed -$377K – 489
2024
Q3 		$377K Hold
6,076
– – ﹤0.01% 417
2024
Q2 		$322K Hold
6,076
– – ﹤0.01% 413
2024
Q1 		$324K Buy
6,076
+466
+8% +$23.8K ﹤0.01% 421
2023
Q4 		$293K Hold
5,610
– – ﹤0.01% 425
2023
Q3 		$284K Buy
5,610
+1,432
+34% +$81.3K ﹤0.01% 411
2023
Q2 		$244K Buy
+4,178
New +$252K ﹤0.01% 456
2023
Q1 		– Sell
-3,656
Closed -$230K – 521
2022
Q4 		$230K Buy
+3,656
New +$220K ﹤0.01% 481

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westwood Holdings Group's EVRG Position: Q4 2024 in Review

Westwood Holdings Group sold out of Evergy (EVRG) in Q4 2024, closing a stake of 6,076 shares — an estimated $377K sold.

Westwood Holdings Group first reported a position in EVRG in Q4 2022 and held it in 7 quarters. The position peaked at $377K in Q3 2024. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Westwood Holdings Group reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 6,076 Evergy shares in Q4 2024, an estimated $377K.
  • Westwood Holdings Group first reported a position in Evergy in Q4 2022 and held it in 7 quarters.
  • Westwood Holdings Group's Evergy position peaked at $377K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Westwood Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.