BFG
EVRG icon

Barber Financial Group’s Evergy EVRG Stock Holding History

Barber Financial Group’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
2020
Q3 		– Sell
-3,775
Closed -$224K – 135
2020
Q2 		$224K Hold
3,775
– – 0.05% 108
2020
Q1 		$208K Sell
3,775
-179
-5% -$11.8K 0.07% 102
2019
Q4 		$257K Sell
3,954
-7
-0.2% -$446 0.05% 123
2019
Q3 		$264K Hold
3,961
– – 0.06% 113
2019
Q2 		$238K Buy
3,961
+179
+5% +$10.5K 0.06% 118
2019
Q1 		$220K Sell
3,782
-972
-20% -$55.3K 0.04% 120
2018
Q4 		$270K Buy
4,754
+958
+25% +$55.3K 0.06% 108
2018
Q3 		$208K Sell
3,796
-271
-7% -$15.3K 0.05% 124
2018
Q2 		$228K Buy
+4,067
New +$218K 0.07% 106

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Fidelity Investments
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American Century Companies
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Geode Capital Management
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return