ZB
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Zions Bancorporation’s Evergy EVRG Stock Holding History

Zions Bancorporation’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 		$19.1K Hold
311
– – ﹤0.01% 516
2024
Q3 		$19.3K Sell
311
-8
-3% -$465 ﹤0.01% 524
2024
Q2 		$16.9K Buy
319
+45
+16% +$2.39K ﹤0.01% 579
2024
Q1 		$14.6K Hold
274
– – ﹤0.01% 608
2023
Q4 		$14.3K Sell
274
-410
-60% -$20.6K ﹤0.01% 591
2023
Q3 		$34.7K Sell
684
-7
-1% -$397 ﹤0.01% 433
2023
Q2 		$40.4K Buy
691
+3
+0.4% +$181 ﹤0.01% 417
2023
Q1 		$42.1K Sell
688
-8
-1% -$487 ﹤0.01% 440
2022
Q4 		$43.8K Sell
696
-14
-2% -$841 ﹤0.01% 460
2022
Q3 		$42K Sell
710
-7
-1% -$471 ﹤0.01% 444
2022
Q2 		$47K Sell
717
-146
-17% -$9.9K ﹤0.01% 473
2022
Q1 		$59K Hold
863
– – 0.01% 486
2021
Q4 		$59K Buy
863
+87
+11% +$5.66K 0.01% 440
2021
Q3 		$48K Buy
776
+601
+343% +$39.4K ﹤0.01% 460
2021
Q2 		$11K Sell
175
-17
-9% -$1.06K ﹤0.01% 707
2021
Q1 		$11K Buy
192
+131
+215% +$7.25K ﹤0.01% 680
2020
Q4 		$3K Sell
61
-16
-21% -$878 ﹤0.01% 834
2020
Q3 		$4K Buy
77
+14
+22% +$783 ﹤0.01% 842
2020
Q2 		$4K Sell
63
-8
-11% -$474 ﹤0.01% 769
2020
Q1 		$4K Buy
71
+13
+22% +$854 ﹤0.01% 721
2019
Q4 		$4K Hold
58
– – ﹤0.01% 813
2019
Q3 		$4K Hold
58
– – ﹤0.01% 805
2019
Q2 		$3K Sell
58
-44
-43% -$2.57K ﹤0.01% 774
2019
Q1 		$6K Sell
102
-26
-20% -$1.48K ﹤0.01% 744
2018
Q4 		$7K Buy
128
+37
+41% +$2.14K 0.01% 356
2018
Q3 		$5K Buy
91
+51
+128% +$2.88K ﹤0.01% 632
2018
Q2 		$2K Buy
+40
New +$2.14K ﹤0.01% 417

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

Zions Bancorporation's EVRG Position: Q4 2024 in Review

Zions Bancorporation held its Evergy (EVRG) position steady in Q4 2024 at 311 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Zions Bancorporation first reported a position in EVRG in Q2 2018 and has held it in 27 quarters since. The position peaked at $59K in Q1 2022. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Zions Bancorporation held 311 shares of Evergy worth $19.1K as of Q4 2024.
  • Zions Bancorporation left its Evergy share count unchanged in Q4 2024.
  • Evergy made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #516 holding.
  • Zions Bancorporation first reported a position in Evergy in Q2 2018 and has held it in 27 quarters since.
  • Zions Bancorporation's Evergy position peaked at $59K in Q1 2022.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.