Bartlett & Co’s Evergy EVRG Stock Holding History

Bartlett & Co’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 Q4	$5K	Hold	89	–	–	﹤0.01%	1071
2023 Q3	$5K	Hold	89	–	–	﹤0.01%	986
2023 Q2	$5K	Hold	89	–	–	﹤0.01%	982
2023 Q1	$5K	Hold	89	–	–	﹤0.01%	889
2022 Q4	$6K	Sell	89 -100	-53%	-$6.01K	﹤0.01%	887
2022 Q3	$11K	Hold	189	–	–	﹤0.01%	807
2022 Q2	$12K	Hold	189	–	–	﹤0.01%	828
2022 Q1	$13K	Buy	+189	New	+$12.2K	﹤0.01%	791
2021 Q1	–	Sell	-385	Closed	-$21K	–	1087
2020 Q4	$21K	Buy	385 +26	+7%	+$1.43K	﹤0.01%	658
2020 Q3	$18K	Buy	+359	New	+$20.1K	﹤0.01%	623
2020 Q2	–	Sell	-956	Closed	-$53K	–	838
2020 Q1	$53K	Buy	+956	New	+$62.8K	﹤0.01%	450
2019 Q3	$64K	Buy	+956	New	+$60.5K	﹤0.01%	478

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co's EVRG Position: Q4 2023 in Review

Bartlett & Co held its Evergy (EVRG) position steady in Q4 2023 at 89 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Bartlett & Co first reported a position in EVRG in Q3 2019 and has held it in 12 quarters since. The position peaked at $64K in Q3 2019. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Bartlett & Co held 89 shares of Evergy worth $5K as of Q4 2023.
Bartlett & Co left its Evergy share count unchanged in Q4 2023.
Evergy made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1071 holding.
Bartlett & Co first reported a position in Evergy in Q3 2019 and has held it in 12 quarters since.
Bartlett & Co's Evergy position peaked at $64K in Q3 2019.
704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.