ACM
EVRG icon

Alethea Capital Management’s Evergy EVRG Stock Holding History

Alethea Capital 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
Q1 		– Sell
-7,219
Closed -$495K – 70
2021
Q4 		$495K Buy
+7,219
New +$469K 0.43% 42
2021
Q3 		– Sell
-12,684
Closed -$766K – 93
2021
Q2 		$766K Buy
+12,684
New +$794K 0.48% 19
2021
Q1 		– Sell
-16,951
Closed -$941K – 89
2020
Q4 		$941K Buy
+16,951
New +$930K 0.47% 20
2020
Q1 		– Sell
-5,613
Closed -$365K – 87
2019
Q4 		$365K Buy
+5,613
New +$358K 0.16% 58
2019
Q1 		– Sell
-30,863
Closed -$1.75M – 82
2018
Q4 		$1.75M Buy
30,863
+20,243
+191% +$1.17M 2.55% 5
2018
Q3 		$583K Buy
+10,620
New +$601K 0.87% 27

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return