BerganKDV Wealth Management’s Evergy EVRG Stock Holding History

BerganKDV Wealth Management’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	$1.11K	Sell	19 -365	-95%	-$22K	﹤0.01%	745
2023 Q1	$23.5K	Buy	384 +365	+1,921%	+$22.2K	﹤0.01%	502
2022 Q4	$1.2K	Buy	19 +3	+19%	+$180	﹤0.01%	860
2022 Q3	$1K	Sell	16 -15	-48%	-$1.01K	﹤0.01%	879
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	821
2022 Q1	$2K	Sell	31 -169	-85%	-$10.9K	﹤0.01%	847
2021 Q4	$14K	Buy	200 +169	+545%	+$11K	﹤0.01%	597
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	875
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	808
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	774
2020 Q4	$2K	Buy	31 +15	+94%	+$823	﹤0.01%	772
2020 Q3	$1K	Sell	16 -14	-47%	-$783	﹤0.01%	788
2020 Q2	$2K	Sell	30 -28	-48%	-$1.66K	﹤0.01%	746
2020 Q1	$3K	Sell	58 -362	-86%	-$23.8K	﹤0.01%	664
2019 Q4	$27K	Buy	+420	New	+$26.8K	﹤0.01%	407

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

BerganKDV Wealth Management's EVRG Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Evergy (EVRG) stake by 95% in Q2 2023, selling an estimated $22K and leaving 19 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

BerganKDV Wealth Management first reported a position in EVRG in Q4 2019 and has held it in 15 quarters since. The position peaked at $27K in Q4 2019. 661 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

BerganKDV Wealth Management held 19 shares of Evergy worth $1.11K as of Q2 2023.
BerganKDV Wealth Management sold 365 Evergy shares in Q2 2023, an estimated $22K.
Evergy made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #745 holding.
BerganKDV Wealth Management first reported a position in Evergy in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Evergy position peaked at $27K in Q4 2019.
661 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.