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Wetzel Investment Advisors’s Evergy EVRG Stock Holding History

Wetzel Investment Advisors’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 		– Sell
-9
Closed -$480 – 369
2024
Q2 		$480 Sell
9
-238
-96% -$12.7K ﹤0.01% 879
2024
Q1 		$12.6K Sell
247
-12
-5% -$613 0.01% 480
2023
Q4 		$14K Buy
+259
New +$13K 0.01% 439

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

Wetzel Investment Advisors's EVRG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Evergy (EVRG) in Q3 2024, closing a stake of 9 shares — an estimated $480 sold.

Wetzel Investment Advisors first reported a position in EVRG in Q4 2023 and held it in 3 quarters. The position peaked at $14K in Q4 2023. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 9 Evergy shares in Q3 2024, an estimated $480.
  • Wetzel Investment Advisors first reported a position in Evergy in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Evergy position peaked at $14K in Q4 2023.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.