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Woodward Diversified Capital’s Evergy EVRG Stock Holding History

Woodward Diversified Capital’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
-4,893
Closed -$255K – 158
2023
Q4 		$255K Sell
4,893
-11
-0.2% -$554 0.16% 131
2023
Q3 		$249K Buy
4,904
+821
+20% +$46.6K 0.18% 124
2023
Q2 		$239K Sell
4,083
-55
-1% -$3.32K 0.18% 119
2023
Q1 		$253K Buy
4,138
+23
+0.6% +$1.4K 0.2% 115
2022
Q4 		$259K Sell
4,115
-307
-7% -$18.4K 0.21% 113
2022
Q3 		$263K Sell
4,422
-264
-6% -$17.8K 0.22% 101
2022
Q2 		$306K Buy
4,686
+99
+2% +$6.71K 0.23% 100
2022
Q1 		$313K Buy
4,587
+407
+10% +$26.3K 0.2% 117
2021
Q4 		$287K Buy
+4,180
New +$272K 0.17% 148

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 $3.37T AUM 44.26% 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

Woodward Diversified Capital's EVRG Position: Q1 2024 in Review

Woodward Diversified Capital sold out of Evergy (EVRG) in Q1 2024, closing a stake of 4,893 shares — an estimated $255K sold.

Woodward Diversified Capital first reported a position in EVRG in Q4 2021 and held it in 9 quarters. The position peaked at $313K in Q1 2022. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Woodward Diversified Capital reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Woodward Diversified Capital sold 4,893 Evergy shares in Q1 2024, an estimated $255K.
  • Woodward Diversified Capital first reported a position in Evergy in Q4 2021 and held it in 9 quarters.
  • Woodward Diversified Capital's Evergy position peaked at $313K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Woodward Diversified Capital's 13F filing for Q1 2024, filed 30 Apr 2024.