Affiance Financial’s Evergy EVRG Stock Holding History

Affiance Financial’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 Q1	–	Sell	-25	Closed	-$1.57K	–	198
2022 Q4	$1.57K	Buy	+25	New	+$1.5K	﹤0.01%	382

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Affiance Financial's EVRG Position: Q1 2023 in Review

Affiance Financial sold out of Evergy (EVRG) in Q1 2023, closing a stake of 25 shares — an estimated $1.57K sold.

Affiance Financial first reported a position in EVRG in Q4 2022 and held it in 1 quarter. The position peaked at $1.57K in Q4 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

Affiance Financial reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 25 Evergy shares in Q1 2023, an estimated $1.57K.
Affiance Financial first reported a position in Evergy in Q4 2022 and held it in 1 quarter.
Affiance Financial's Evergy position peaked at $1.57K in Q4 2022.
652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.