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Comerica Securities’s Evergy EVRG Stock Holding History

Comerica Securities’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
Q1 		– Sell
-6
Closed -$378 – 771
2022
Q4 		$378 Buy
+6
New +$360 ﹤0.01% 1440
2018
Q3 		– Sell
-15,758
Closed -$885K – 424
2018
Q2 		$885K Buy
+15,758
New +$844K 0.11% 208

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Comerica Securities's EVRG Position: Q1 2023 in Review

Comerica Securities sold out of Evergy (EVRG) in Q1 2023, closing a stake of 6 shares — an estimated $378 sold.

Comerica Securities first reported a position in EVRG in Q2 2018 and held it in 2 quarters. The position peaked at $885K in Q2 2018. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Comerica Securities reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Comerica Securities sold 6 Evergy shares in Q1 2023, an estimated $378.
  • Comerica Securities first reported a position in Evergy in Q2 2018 and held it in 2 quarters.
  • Comerica Securities's Evergy position peaked at $885K in Q2 2018.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.