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AGF Investments Inc’s Evergy EVRG Stock Holding History

AGF Investments Inc’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 		$1.76M Buy
+29,600
New +$1.99M 0.02% 289
2022
Q1 		– Sell
-5,236
Closed -$359K – 528
2021
Q4 		$359K Buy
5,236
+2,636
+101% +$171K ﹤0.01% 549
2021
Q3 		$162K Sell
2,600
-310
-11% -$20.3K ﹤0.01% 649
2021
Q2 		$176K Buy
+2,910
New +$182K ﹤0.01% 640
2020
Q2 		– Sell
-4,343
Closed -$239K – 838
2020
Q1 		$239K Buy
+4,343
New +$285K ﹤0.01% 536

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $45.7B AUM 34.08% 1-Year Est. Return

AGF Investments Inc's EVRG Position: Q3 2022 in Review

AGF Investments Inc opened a new position in Evergy (EVRG) in Q3 2022: 29,600 shares worth $1.76M. The stake represents 0.02% of the portfolio and ranks #289 among its holdings. This is a return to the name: AGF Investments Inc previously reported a position in EVRG as recently as Q4 2021.

AGF Investments Inc first reported a position in EVRG in Q1 2020 and has held it in 5 quarters since. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • AGF Investments Inc held 29,600 shares of Evergy worth $1.76M as of Q3 2022.
  • Evergy was a new AGF Investments Inc position in Q3 2022.
  • Evergy made up 0.02% of AGF Investments Inc's portfolio in Q3 2022, its #289 holding.
  • AGF Investments Inc first reported a position in Evergy in Q1 2020 and has held it in 5 quarters since.
  • 649 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.