AGF Investments LLC’s Evergy EVRG Stock Holding History

AGF Investments LLC’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	$31K	Buy	+522	New	+$35.1K	﹤0.01%	244
2022 Q1	–	Sell	-12,018	Closed	-$825K	–	460
2021 Q4	$825K	Buy	12,018 +3,625	+43%	+$236K	0.07%	149
2021 Q3	$522K	Sell	8,393 -2,014	-19%	-$132K	0.05%	233
2021 Q2	$629K	Buy	+10,407	New	+$651K	0.07%	119
2020 Q2	–	Sell	-11,805	Closed	-$650K	–	616
2020 Q1	$650K	Sell	11,805 -1,933	-14%	-$127K	0.08%	206
2019 Q4	$894K	Buy	13,738 +6,600	+92%	+$421K	0.17%	189
2019 Q3	$475K	Buy	7,138 +1,902	+36%	+$120K	0.11%	224
2019 Q2	$315K	Buy	5,236 +4,636	+773%	+$271K	0.07%	276
2019 Q1	$35K	Sell	600 -11,572	-95%	-$659K	0.01%	390
2018 Q4	$691K	Buy	12,172 +563	+5%	+$32.5K	0.1%	194
2018 Q3	$638K	Buy	+11,609	New	+$657K	0.08%	214

Other funds holding EVRG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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 $40.6B AUM 25.18% 1-Year Est. Return

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

AGF Investments LLC opened a new position in Evergy (EVRG) in Q3 2022: 522 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: AGF Investments LLC previously reported a position in EVRG as recently as Q4 2021.

AGF Investments LLC first reported a position in EVRG in Q3 2018 and has held it in 11 quarters since. The position peaked at $894K in Q4 2019. 651 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

AGF Investments LLC held 522 shares of Evergy worth $31K as of Q3 2022.
Evergy was a new AGF Investments LLC position in Q3 2022.
Evergy made up ﹤0.01% of AGF Investments LLC's portfolio in Q3 2022, its #244 holding.
AGF Investments LLC first reported a position in Evergy in Q3 2018 and has held it in 11 quarters since.
AGF Investments LLC's Evergy position peaked at $894K in Q4 2019.
651 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

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