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

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Barber Financial Group's EVRG Position: Q3 2020 in Review

Barber Financial Group sold out of Evergy (EVRG) in Q3 2020, closing a stake of 3,775 shares — an estimated $224K sold.

Barber Financial Group first reported a position in EVRG in Q2 2018 and held it in 9 quarters. The position peaked at $270K in Q4 2018. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Barber Financial Group reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Barber Financial Group sold 3,775 Evergy shares in Q3 2020, an estimated $224K.
  • Barber Financial Group first reported a position in Evergy in Q2 2018 and held it in 9 quarters.
  • Barber Financial Group's Evergy position peaked at $270K in Q4 2018.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Barber Financial Group's 13F filing for Q3 2020, filed 4 Nov 2020.