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C.M. Bidwell & Associates’s Evergy EVRG Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-92
Closed -$6K – 516
2022
Q1 		$6K Hold
92
– – ﹤0.01% 393
2021
Q4 		$6K Hold
92
– – ﹤0.01% 415
2021
Q3 		$6K Hold
92
– – ﹤0.01% 427
2021
Q2 		$6K Hold
92
– – ﹤0.01% 425
2021
Q1 		$5K Buy
+92
New +$5.09K ﹤0.01% 433
2019
Q4 		– Sell
-3,055
Closed -$203K – 420
2019
Q3 		$203K Buy
+3,055
New +$193K 0.2% 129

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

C.M. Bidwell & Associates's EVRG Position: Q2 2022 in Review

C.M. Bidwell & Associates sold out of Evergy (EVRG) in Q2 2022, closing a stake of 92 shares — an estimated $6K sold.

C.M. Bidwell & Associates first reported a position in EVRG in Q3 2019 and held it in 6 quarters. The position peaked at $203K in Q3 2019. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • C.M. Bidwell & Associates reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 92 Evergy shares in Q2 2022, an estimated $6K.
  • C.M. Bidwell & Associates first reported a position in Evergy in Q3 2019 and held it in 6 quarters.
  • C.M. Bidwell & Associates's Evergy position peaked at $203K in Q3 2019.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.