Number of Shares
63,015.00
Current Holdings Value*
$3.91 Mil
% of Portfolio
2.64%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
34.78%

SERIES V (SMID CAP VALUE SERIES)'s Evergy Inc Holding Summary

As of 2024-09-30, Guggenheim Variable Funds Trust held 63,015.00 shares of Evergy Inc(EVRG), totaling $3.91 Mil. This investment constitutes 2.64% of their stock portfolio, and Guggenheim Variable Funds Trust now holds 0.03% of the outstanding Evergy Inc(EVRG) stock.

The initial trade took place in 2023Q4. And since then SERIES V (SMID CAP VALUE SERIES) has made 2 purchases of EVRG, at an average price of $50.40, for a total of 65,193.00 shares. In addition, there have been 1 sales at an average price of $58.11 for 2,178.00 shares. Based on historical transaction data and EVRG's current price of $68.28, SERIES V (SMID CAP VALUE SERIES)'s estimated gain on his EVRG holdings is $1.14 Mil, reflecting a 34.78% gain to date.

SERIES V (SMID CAP VALUE SERIES) EVRG ($68.28) Holding Chart

SERIES V (SMID CAP VALUE SERIES) EVRG ($68.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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