BL
EVRG icon

Balentine LLC’s Evergy EVRG Stock Holding History

Balentine 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
2023
Q1 		– Sell
-6,693
Closed -$421K – 630
2022
Q4 		$421K Sell
6,693
-603
-8% -$36.2K 0.01% 376
2022
Q3 		$433K Sell
7,296
-7,263
-50% -$489K 0.02% 321
2022
Q2 		$950K Buy
14,559
+6,188
+74% +$420K 0.03% 211
2022
Q1 		$572K Buy
+8,371
New +$540K 0.02% 272
2020
Q3 		– Sell
-112
Closed -$7K – 387
2020
Q2 		$7K Sell
112
-27
-19% -$1.6K ﹤0.01% 637
2020
Q1 		$8K Buy
+139
New +$9.13K ﹤0.01% 404

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return