Burleson & Co’s Evergy EVRG Stock Holding History

Burleson & 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
2022 Q4	$20.8K	Hold	330	–	–	0.01%	227
2022 Q3	$20K	Hold	330	–	–	﹤0.01%	248
2022 Q2	$22K	Hold	330	–	–	﹤0.01%	225
2022 Q1	$23K	Hold	330	–	–	﹤0.01%	223
2021 Q4	$23K	Hold	330	–	–	﹤0.01%	221
2021 Q3	$21K	Hold	330	–	–	﹤0.01%	227
2021 Q2	$20K	Hold	330	–	–	﹤0.01%	235
2021 Q1	$20K	Buy	+330	New	+$18.3K	﹤0.01%	226

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Burleson & Co's EVRG Position: Q4 2022 in Review

Burleson & Co held its Evergy (EVRG) position steady in Q4 2022 at 330 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #227.

Burleson & Co first reported a position in EVRG in Q1 2021 and has held it in 8 quarters since. The position peaked at $23K in Q1 2022. 687 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Burleson & Co held 330 shares of Evergy worth $20.8K as of Q4 2022.
Burleson & Co left its Evergy share count unchanged in Q4 2022.
Evergy made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #227 holding.
Burleson & Co first reported a position in Evergy in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Evergy position peaked at $23K in Q1 2022.
687 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.