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ACG Wealth’s Evergy EVRG Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-1
Closed – – 473
2022
Q2 		$0 Buy
+1
New +$68 ﹤0.01% 954

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

ACG Wealth's EVRG Position: Q3 2022 in Review

ACG Wealth sold out of Evergy (EVRG) in Q3 2022, closing a stake of 1 share.

ACG Wealth first reported a position in EVRG in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 650 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • ACG Wealth reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1 Evergy share in Q3 2022.
  • ACG Wealth first reported a position in Evergy in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Evergy position peaked at $0 in Q2 2022.
  • 650 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.