ZIM
EVRG icon

Zacks Investment Management’s Evergy EVRG Stock Holding History

Zacks Investment Management’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
-3,708
Closed -$230K – 699
2024
Q3 		$230K Sell
3,708
-747
-17% -$43.5K ﹤0.01% 616
2024
Q2 		$236K Sell
4,455
-3,869
-46% -$206K ﹤0.01% 548
2024
Q1 		$444K Sell
8,324
-561,794
-99% -$28.7M ﹤0.01% 485
2023
Q4 		$29.8M Sell
570,118
-58,801
-9% -$2.96M 0.37% 77
2023
Q3 		$31.9M Sell
628,919
-5,020
-0.8% -$285K 0.41% 63
2023
Q2 		$37M Buy
633,939
+3,667
+0.6% +$221K 0.46% 62
2023
Q1 		$38.5M Buy
630,272
+34,038
+6% +$2.07M 0.52% 58
2022
Q4 		$37.5M Buy
596,234
+6,546
+1% +$393K 0.52% 60
2022
Q3 		$35M Buy
589,688
+19,647
+3% +$1.32M 0.56% 56
2022
Q2 		$37.2M Buy
570,041
+29,844
+6% +$2.02M 0.57% 59
2022
Q1 		$36.9M Buy
540,197
+32,636
+6% +$2.11M 0.51% 63
2021
Q4 		$34.8M Buy
+507,561
New +$33M 0.49% 62
2019
Q1 		– Sell
-8,198
Closed -$465K – 552
2018
Q4 		$465K Buy
+8,198
New +$473K 0.01% 447

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

Zacks Investment Management's EVRG Position: Q4 2024 in Review

Zacks Investment Management sold out of Evergy (EVRG) in Q4 2024, closing a stake of 3,708 shares — an estimated $230K sold.

Zacks Investment Management first reported a position in EVRG in Q4 2018 and held it in 13 quarters. The position peaked at $38.5M in Q1 2023. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Zacks Investment Management reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 3,708 Evergy shares in Q4 2024, an estimated $230K.
  • Zacks Investment Management first reported a position in Evergy in Q4 2018 and held it in 13 quarters.
  • Zacks Investment Management's Evergy position peaked at $38.5M in Q1 2023.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.