AWM
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Aevitas Wealth Management’s Evergy EVRG Stock Holding History

Aevitas 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
2022
Q4 		$564K Sell
8,964
-93
-1% -$5.58K 0.33% 64
2022
Q3 		$538K Sell
9,057
-81
-0.9% -$5.45K 0.4% 62
2022
Q2 		$596K Buy
9,138
+26
+0.3% +$1.76K 0.4% 62
2022
Q1 		$623K Buy
9,112
+24
+0.3% +$1.55K 0.38% 64
2021
Q4 		$624K Buy
9,088
+22
+0.2% +$1.43K 0.37% 66
2021
Q3 		$564K Buy
9,066
+22
+0.2% +$1.44K 0.36% 68
2021
Q2 		$547K Buy
9,044
+18
+0.2% +$1.13K 0.35% 73
2021
Q1 		$537K Buy
9,026
+19
+0.2% +$1.05K 0.37% 68
2020
Q4 		$500K Sell
9,007
-508
-5% -$27.9K 0.37% 67
2020
Q3 		$484K Sell
9,515
-485
-5% -$27.1K 0.4% 68
2020
Q2 		$593K Sell
10,000
-178
-2% -$10.5K 0.55% 52
2020
Q1 		$560K Sell
10,178
-177
-2% -$11.6K 0.63% 47
2019
Q4 		$674K Buy
10,355
+933
+10% +$59.5K 0.63% 45
2019
Q3 		$627K Buy
9,422
+16
+0.2% +$1.01K 0.63% 47
2019
Q2 		$566K Sell
9,406
-383
-4% -$22.4K 0.57% 55
2019
Q1 		$568K Buy
9,789
+17
+0.2% +$968 0.51% 57
2018
Q4 		$555K Sell
9,772
-383
-4% -$22.1K 0.57% 52
2018
Q3 		$558K Sell
10,155
-284
-3% -$16.1K 0.51% 57
2018
Q2 		$586K Buy
+10,439
New +$559K 0.57% 52

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Aevitas Wealth Management's EVRG Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Evergy (EVRG) stake by 1% in Q4 2022, selling an estimated $5.58K and leaving 8,964 shares worth $564K. The position accounts for 0.33% of the portfolio, ranked #64.

Aevitas Wealth Management first reported a position in EVRG in Q2 2018 and has held it in 19 quarters since. The position peaked at $674K in Q4 2019. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Aevitas Wealth Management held 8,964 shares of Evergy worth $564K as of Q4 2022.
  • Aevitas Wealth Management sold 93 Evergy shares in Q4 2022, an estimated $5.58K.
  • Evergy made up 0.33% of Aevitas Wealth Management's portfolio in Q4 2022, its #64 holding.
  • Aevitas Wealth Management first reported a position in Evergy in Q2 2018 and has held it in 19 quarters since.
  • Aevitas Wealth Management's Evergy position peaked at $674K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.