Column Capital Advisors’s Evergy EVRG Stock Holding History

Column Capital Advisors’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	$10.1K	Hold	200	–	–	﹤0.01%	517
2023 Q2	$11.7K	Hold	200	–	–	﹤0.01%	509
2023 Q1	$12.2K	Hold	200	–	–	﹤0.01%	517
2022 Q4	$12.6K	Hold	200	–	–	﹤0.01%	482
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	444
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	446
2022 Q1	$14K	Sell	200 -21	-10%	-$1.35K	﹤0.01%	451
2021 Q4	$15K	Buy	221 +21	+11%	+$1.36K	﹤0.01%	454
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	446
2021 Q2	$12K	Buy	+200	New	+$12.5K	﹤0.01%	451
2020 Q3	–	Sell	-20	Closed	-$1K	–	736
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	732
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	615
2019 Q4	$1K	Buy	+20	New	+$1.27K	﹤0.01%	652

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Column Capital Advisors's EVRG Position: Q3 2023 in Review

Column Capital Advisors held its Evergy (EVRG) position steady in Q3 2023 at 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Column Capital Advisors first reported a position in EVRG in Q4 2019 and has held it in 13 quarters since. The position peaked at $15K in Q4 2021. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

Column Capital Advisors held 200 shares of Evergy worth $10.1K as of Q3 2023.
Column Capital Advisors left its Evergy share count unchanged in Q3 2023.
Evergy made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #517 holding.
Column Capital Advisors first reported a position in Evergy in Q4 2019 and has held it in 13 quarters since.
Column Capital Advisors's Evergy position peaked at $15K in Q4 2021.
662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.