AWM
EVRG icon

Accel Wealth Management’s Evergy EVRG Stock Holding History

Accel Wealth 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
2023
Q2 		– Sell
-197
Closed -$12.1K – 387
2023
Q1 		$12.1K Buy
197
+1
+0.5% +$61 ﹤0.01% 840
2022
Q4 		$12.4K Hold
196
– – 0.01% 661
2022
Q3 		$12K Buy
196
+1
+0.5% +$67 0.01% 690
2022
Q2 		$13K Buy
195
+10
+5% +$678 0.01% 639
2022
Q1 		$13K Buy
185
+1
+0.5% +$65 0.01% 655
2021
Q4 		$13K Buy
184
+1
+0.5% +$65 0.01% 654
2021
Q3 		$11K Hold
183
– – 0.01% 614
2021
Q2 		$11K Buy
183
+1
+0.5% +$63 0.01% 675
2021
Q1 		$11K Buy
182
+1
+0.6% +$55 0.01% 636
2020
Q4 		$10K Buy
+181
New +$9.93K 0.01% 615

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return