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Beck Bode LLC’s Evergy EVRG Stock Holding History

Beck Bode 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
Q2 		– Sell
-3,302
Closed -$202K – 148
2023
Q1 		$202K Sell
3,302
-171,375
-98% -$10.4M 0.05% 137
2022
Q4 		$11M Buy
+174,677
New +$10.5M 2.47% 8
2021
Q3 		– Sell
-1,519
Closed -$92K – 151
2021
Q2 		$92K Buy
+1,519
New +$95K 0.03% 104
2020
Q4 		– Sell
-137,415
Closed -$6.98M – 101
2020
Q3 		$6.98M Buy
+137,415
New +$7.68M 2.53% 21
2020
Q1 		– Sell
-150,691
Closed -$9.81M – 64
2019
Q4 		$9.81M Buy
150,691
+6,215
+4% +$396K 4.03% 6
2019
Q3 		$9.62M Buy
144,476
+6,041
+4% +$382K 4.22% 6
2019
Q2 		$8.33M Buy
138,435
+9,447
+7% +$553K 3.71% 7
2019
Q1 		$7.49M Buy
128,988
+8,777
+7% +$500K 3.61% 11
2018
Q4 		$6.82M Buy
+120,211
New +$6.94M 3.71% 7

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Beck Bode LLC's EVRG Position: Q2 2023 in Review

Beck Bode LLC sold out of Evergy (EVRG) in Q2 2023, closing a stake of 3,302 shares — an estimated $202K sold.

Beck Bode LLC first reported a position in EVRG in Q4 2018 and held it in 9 quarters. The position peaked at $11M in Q4 2022. 661 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • Beck Bode LLC reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • Beck Bode LLC sold 3,302 Evergy shares in Q2 2023, an estimated $202K.
  • Beck Bode LLC first reported a position in Evergy in Q4 2018 and held it in 9 quarters.
  • Beck Bode LLC's Evergy position peaked at $11M in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on Beck Bode LLC's 13F filing for Q2 2023, filed 10 Aug 2023.