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	0.42%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Alethea Capital Management's EVRG Position: Q1 2022 in Review

Alethea Capital Management sold out of Evergy (EVRG) in Q1 2022, closing a stake of 7,219 shares — an estimated $495K sold.

Alethea Capital Management first reported a position in EVRG in Q3 2018 and held it in 6 quarters. The position peaked at $1.75M in Q4 2018. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

Alethea Capital Management reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
Alethea Capital Management sold 7,219 Evergy shares in Q1 2022, an estimated $495K.
Alethea Capital Management first reported a position in Evergy in Q3 2018 and held it in 6 quarters.
Alethea Capital Management's Evergy position peaked at $1.75M in Q4 2018.
640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Alethea Capital Management's 13F filing for Q1 2022, filed 13 May 2022.