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American Portfolios Advisors’s Evergy EVRG Stock Holding History

American Portfolios Advisors’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 		$84.5K Sell
1,423
-46
-3% -$3.1K ﹤0.01% 1448
2022
Q2 		$95.8K Hold
1,469
– – ﹤0.01% 1422
2022
Q1 		$100K Buy
1,469
+8
+0.5% +$516 ﹤0.01% 1505
2021
Q4 		$100K Buy
1,461
+8
+0.6% +$520 ﹤0.01% 1509
2021
Q3 		$90.4K Sell
1,453
-1,143
-44% -$74.9K ﹤0.01% 1503
2021
Q2 		$157K Buy
2,596
+1,204
+86% +$75.3K 0.01% 1224
2021
Q1 		$82.9K Buy
1,392
+518
+59% +$28.7K ﹤0.01% 1393
2020
Q4 		$48.5K Sell
874
-574
-40% -$31.5K ﹤0.01% 1421
2020
Q3 		$73.6K Sell
1,448
-3,300
-70% -$184K ﹤0.01% 1193
2020
Q2 		$282K Sell
4,748
-248
-5% -$14.7K 0.02% 622
2020
Q1 		$275K Buy
4,996
+504
+11% +$33.1K 0.02% 549
2019
Q4 		$292K Sell
4,492
-1,264
-22% -$80.6K 0.02% 612
2019
Q3 		$383K Buy
5,756
+1,955
+51% +$124K 0.03% 485
2019
Q2 		$229K Buy
3,801
+518
+16% +$30.3K 0.02% 656
2019
Q1 		$191K Buy
3,283
+1,843
+128% +$105K 0.02% 656
2018
Q4 		$81.7K Sell
1,440
-606
-30% -$35K 0.01% 808
2018
Q3 		$112K Buy
2,046
+714
+54% +$40.4K 0.01% 779
2018
Q2 		$74.8K Buy
+1,332
New +$71.3K 0.01% 920

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 $427B AUM 29.17% 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 $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

American Portfolios Advisors's EVRG Position: Q3 2022 in Review

American Portfolios Advisors reduced its Evergy (EVRG) stake by 3.1% in Q3 2022, selling an estimated $3.1K and leaving 1,423 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

American Portfolios Advisors first reported a position in EVRG in Q2 2018 and has held it in 18 quarters since. The position peaked at $383K in Q3 2019. 651 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • American Portfolios Advisors held 1,423 shares of Evergy worth $84.5K as of Q3 2022.
  • American Portfolios Advisors sold 46 Evergy shares in Q3 2022, an estimated $3.1K.
  • Evergy made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1448 holding.
  • American Portfolios Advisors first reported a position in Evergy in Q2 2018 and has held it in 18 quarters since.
  • American Portfolios Advisors's Evergy position peaked at $383K in Q3 2019.
  • 651 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.