BP’s Evergy EVRG Stock Holding History

BP’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
2021 Q3	–	Sell	-6,216	Closed	-$376K	–	190
2021 Q2	$376K	Sell	6,216 -2,387	-28%	-$149K	0.02%	488
2021 Q1	$512K	Sell	8,603 -2,342	-21%	-$130K	0.02%	465
2020 Q4	$607K	Sell	10,945 -10,355	-49%	-$568K	0.02%	452
2020 Q3	$1.08M	Sell	21,300 -1,700	-7%	-$95K	0.03%	408
2020 Q2	$1.36M	Hold	23,000	–	–	0.05%	363
2020 Q1	$1.27M	Buy	+23,000	New	+$1.51M	0.05%	330
2019 Q4	–	Sell	-24,500	Closed	-$1.63M	–	527
2019 Q3	$1.63M	Sell	24,500 -5,500	-18%	-$348K	0.06%	328
2019 Q2	$1.8M	Sell	30,000 -1,000	-3%	-$58.5K	0.07%	309
2019 Q1	$1.8M	Hold	31,000	–	–	0.07%	287
2018 Q4	$1.76M	Buy	+31,000	New	+$1.79M	0.07%	268

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BP's EVRG Position: Q3 2021 in Review

BP sold out of Evergy (EVRG) in Q3 2021, closing a stake of 6,216 shares — an estimated $376K sold.

BP first reported a position in EVRG in Q4 2018 and held it in 10 quarters. The position peaked at $1.8M in Q2 2019. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

BP reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
BP sold 6,216 Evergy shares in Q3 2021, an estimated $376K.
BP first reported a position in Evergy in Q4 2018 and held it in 10 quarters.
BP's Evergy position peaked at $1.8M in Q2 2019.
592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.