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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Accel Wealth Management's EVRG Position: Q2 2023 in Review

Accel Wealth Management sold out of Evergy (EVRG) in Q2 2023, closing a stake of 197 shares — an estimated $12.1K sold.

Accel Wealth Management first reported a position in EVRG in Q4 2020 and held it in 10 quarters. The position peaked at $13K in Q2 2022. 661 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • Accel Wealth Management reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 197 Evergy shares in Q2 2023, an estimated $12.1K.
  • Accel Wealth Management first reported a position in Evergy in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Evergy position peaked at $13K in Q2 2022.
  • 661 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.