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AIA Group’s Evergy EVRG Stock Holding History

AIA Group’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
Q2 		– Sell
-8,842
Closed -$540K – 385
2023
Q1 		$540K Sell
8,842
-1,277
-13% -$77.7K 0.03% 214
2022
Q4 		$637K Buy
10,119
+6,487
+179% +$390K 0.04% 198
2022
Q3 		$216K Sell
3,632
-2,238
-38% -$151K 0.01% 287
2022
Q2 		$383K Buy
+5,870
New +$398K 0.02% 268

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

AIA Group's EVRG Position: Q2 2023 in Review

AIA Group sold out of Evergy (EVRG) in Q2 2023, closing a stake of 8,842 shares — an estimated $540K sold.

AIA Group first reported a position in EVRG in Q2 2022 and held it in 4 quarters. The position peaked at $637K in Q4 2022. 662 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • AIA Group reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • AIA Group sold 8,842 Evergy shares in Q2 2023, an estimated $540K.
  • AIA Group first reported a position in Evergy in Q2 2022 and held it in 4 quarters.
  • AIA Group's Evergy position peaked at $637K in Q4 2022.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.