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Center for Financial Planning’s Evergy EVRG Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-59
Closed -$4K – 650
2022
Q2 		$4K Buy
+59
New +$4K ﹤0.01% 434

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 $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $40.6B AUM 25.18% 1-Year Est. Return

Center for Financial Planning's EVRG Position: Q3 2022 in Review

Center for Financial Planning sold out of Evergy (EVRG) in Q3 2022, closing a stake of 59 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in EVRG in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 650 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Center for Financial Planning reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
  • Center for Financial Planning sold 59 Evergy shares in Q3 2022, an estimated $4K.
  • Center for Financial Planning first reported a position in Evergy in Q2 2022 and held it in 1 quarter.
  • Center for Financial Planning's Evergy position peaked at $4K in Q2 2022.
  • 650 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.