BPC
EVRG icon

Banque Pictet & Cie’s Evergy EVRG Stock Holding History

Banque Pictet & Cie’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
Q3 		– Sell
-3,768
Closed -$220K – 466
2023
Q2 		$220K Buy
3,768
+367
+11% +$22.2K ﹤0.01% 464
2023
Q1 		$208K Sell
3,401
-6,288
-65% -$382K ﹤0.01% 553
2022
Q4 		$610K Sell
9,689
-293
-3% -$17.6K 0.01% 479
2022
Q3 		$593K Buy
9,982
+5,349
+115% +$360K 0.01% 475
2022
Q2 		$302K Buy
4,633
+105
+2% +$7.12K ﹤0.01% 576
2022
Q1 		$309K Sell
4,528
-521
-10% -$33.6K ﹤0.01% 578
2021
Q4 		$346K Buy
+5,049
New +$328K ﹤0.01% 557

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Banque Pictet & Cie's EVRG Position: Q3 2023 in Review

Banque Pictet & Cie sold out of Evergy (EVRG) in Q3 2023, closing a stake of 3,768 shares — an estimated $220K sold.

Banque Pictet & Cie first reported a position in EVRG in Q4 2021 and held it in 7 quarters. The position peaked at $610K in Q4 2022. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Banque Pictet & Cie reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 3,768 Evergy shares in Q3 2023, an estimated $220K.
  • Banque Pictet & Cie first reported a position in Evergy in Q4 2021 and held it in 7 quarters.
  • Banque Pictet & Cie's Evergy position peaked at $610K in Q4 2022.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Banque Pictet & Cie's 13F filing for Q3 2023, filed 2 Nov 2023.