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British Steel Pension Fund’s Evergy EVRG Stock Holding History

British Steel Pension Fund’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 		$17.1M Hold
275,000
– – 4.18% 13
2021
Q2 		$16.6M Hold
275,000
– – 3.87% 13
2021
Q1 		$17.6M Buy
+275,000
New +$15.2M 3.93% 13

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

British Steel Pension Fund's EVRG Position: Q3 2021 in Review

British Steel Pension Fund held its Evergy (EVRG) position steady in Q3 2021 at 275,000 shares worth $17.1M. The position accounts for 4.18% of the portfolio, ranked #13.

British Steel Pension Fund first reported a position in EVRG in Q1 2021 and has held it in 3 quarters since. The position peaked at $17.6M in Q1 2021. 591 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

  • British Steel Pension Fund held 275,000 shares of Evergy worth $17.1M as of Q3 2021.
  • British Steel Pension Fund left its Evergy share count unchanged in Q3 2021.
  • Evergy made up 4.18% of British Steel Pension Fund's portfolio in Q3 2021, its #13 holding.
  • British Steel Pension Fund first reported a position in Evergy in Q1 2021 and has held it in 3 quarters since.
  • British Steel Pension Fund's Evergy position peaked at $17.6M in Q1 2021.
  • 591 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on British Steel Pension Fund's 13F filing for Q3 2021, filed 29 Nov 2021.