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Carolinas Wealth Consulting’s Evergy EVRG Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-7
Closed -$409 – 1044
2023
Q2 		$409 Hold
7
– – ﹤0.01% 1027
2023
Q1 		$428 Hold
7
– – ﹤0.01% 1009
2022
Q4 		$441 Hold
7
– – ﹤0.01% 1012
2022
Q3 		$0 Hold
7
– – ﹤0.01% 893
2022
Q2 		$0 Hold
7
– – ﹤0.01% 904
2022
Q1 		$0 Sell
7
-5
-42% -$323 ﹤0.01% 938
2021
Q4 		$1K Hold
12
– – ﹤0.01% 875
2021
Q3 		$1K Hold
12
– – ﹤0.01% 852
2021
Q2 		$1K Buy
12
+7
+140% +$438 ﹤0.01% 863
2021
Q1 		$0 Hold
5
– – ﹤0.01% 956
2020
Q4 		$0 Buy
+5
New +$274 ﹤0.01% 910

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carolinas Wealth Consulting's EVRG Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Evergy (EVRG) in Q3 2023, closing a stake of 7 shares — an estimated $409 sold.

Carolinas Wealth Consulting first reported a position in EVRG in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7 Evergy shares in Q3 2023, an estimated $409.
  • Carolinas Wealth Consulting first reported a position in Evergy in Q4 2020 and held it in 11 quarters.
  • Carolinas Wealth Consulting's Evergy position peaked at $1K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.