Advisor Partners’s Evergy EVRG Stock Holding History

Advisor Partners’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 Q2	$277K	Buy	4,249 +889	+26%	+$60.3K	0.02%	673
2022 Q1	$230K	Sell	3,360 -9	-0.3%	-$581	0.01%	768
2021 Q4	$232K	Buy	+3,369	New	+$219K	0.01%	761
2021 Q3	–	Sell	-3,429	Closed	-$207K	–	816
2021 Q2	$207K	Buy	3,429 +10	+0.3%	+$626	0.01%	791
2021 Q1	$204K	Buy	+3,419	New	+$189K	0.01%	771
2020 Q3	–	Sell	-3,882	Closed	-$230K	–	706
2020 Q2	$230K	Buy	+3,882	New	+$230K	0.02%	594
2020 Q1	–	Sell	-5,299	Closed	-$353K	–	641
2019 Q4	$353K	Buy	5,299 +1,149	+28%	+$73.3K	0.04%	437
2019 Q3	$276K	Buy	4,150 +77	+2%	+$4.87K	0.03%	501
2019 Q2	$245K	Buy	4,073 +314	+8%	+$18.4K	0.03%	537
2019 Q1	$218K	Sell	3,759 -92	-2%	-$5.24K	0.03%	566
2018 Q4	$219K	Buy	+3,851	New	+$222K	0.04%	513

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Advisor Partners's EVRG Position: Q2 2022 in Review

Advisor Partners increased its Evergy (EVRG) stake by 26% in Q2 2022, buying an estimated $60.3K and bringing the position to 4,249 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #673.

Advisor Partners first reported a position in EVRG in Q4 2018 and has held it in 11 quarters since. The position peaked at $353K in Q4 2019. 639 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

Advisor Partners held 4,249 shares of Evergy worth $277K as of Q2 2022.
Advisor Partners bought 889 Evergy shares in Q2 2022, an estimated $60.3K.
Evergy made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #673 holding.
Advisor Partners first reported a position in Evergy in Q4 2018 and has held it in 11 quarters since.
Advisor Partners's Evergy position peaked at $353K in Q4 2019.
639 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.