EVRG β€” EVERGY INC

Ownership history in Keene & Associates, Inc.  Β·  4 quarters on record

AI Ownership Summary

Keene & Associates, Inc. reported EVERGY INC (EVRG) in 4 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 3.17% in 2024 Q4. The latest visible filing shows EVRG at 3.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keene & Associates, Inc.'s position in EVERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

EVRG was reported at 3.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.17% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keene & Associates, Inc. held EVRG β€” position size vs. price
% of Fund (quarterly)    EVRG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 64,239 +316 +0.5% 3.17% $4.0M 2025-02-14 (Est.) $63.58
2024 Q3 REDUCED 63,923 -385 -0.6% 3.00% $4.0M 2024-10-22 $58.06
2024 Q2 REDUCED 64,308 -627 -1.0% 2.78% $3.4M 2024-08-09 $54.80
2024 Q1 INITIATED 64,935 β€” β€” 2.59% $3.5M 2024-04-24 $48.43

FAQ About Keene & Associates, Inc. and EVRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keene & Associates, Inc. reported owning EVRG?

Keene & Associates, Inc. reported EVRG across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported EVRG position in Keene & Associates, Inc.'s portfolio?

The largest reported portfolio weight for EVRG was 3.17% in 2024 Q4.

What is the latest reported EVRG position on this page?

The most recent filing on this page is 2024 Q4, when Keene & Associates, Inc. reported 64,239 shares, equal to 3.17% of portfolio, with an estimated market value of $4.0M.

What does the chart on this EVRG ownership page compare?

The chart compares Keene & Associates, Inc.'s quarterly EVRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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