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Advisor Partners II’s Evergy EVRG Stock Holding History

Advisor Partners II’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
Q3 		$206K Sell
4,066
-612
-13% -$34.7K 0.01% 1161
2023
Q2 		$273K Sell
4,678
-126
-3% -$7.61K 0.01% 842
2023
Q1 		$294K Buy
4,804
+346
+8% +$21K 0.02% 747
2022
Q4 		$281K Buy
4,458
+384
+9% +$23.1K 0.02% 710
2022
Q3 		$242K Buy
+4,074
New +$274K 0.02% 690

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Partners II's EVRG Position: Q3 2023 in Review

Advisor Partners II reduced its Evergy (EVRG) stake by 13% in Q3 2023, selling an estimated $34.7K and leaving 4,066 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #1161.

Advisor Partners II first reported a position in EVRG in Q3 2022 and has held it in 5 quarters since. The position peaked at $294K in Q1 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Advisor Partners II held 4,066 shares of Evergy worth $206K as of Q3 2023.
  • Advisor Partners II sold 612 Evergy shares in Q3 2023, an estimated $34.7K.
  • Evergy made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1161 holding.
  • Advisor Partners II first reported a position in Evergy in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Evergy position peaked at $294K in Q1 2023.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.