CPC
EVRG icon

Consolidated Planning Corp’s Evergy EVRG Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-945
Closed -$59K – 189
2021
Q3 		$59K Buy
+945
New +$62K 0.04% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Consolidated Planning Corp's EVRG Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Evergy (EVRG) in Q4 2021, closing a stake of 945 shares — an estimated $59K sold.

Consolidated Planning Corp first reported a position in EVRG in Q3 2021 and held it in 1 quarter. The position peaked at $59K in Q3 2021. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Evergy position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 945 Evergy shares in Q4 2021, an estimated $59K.
  • Consolidated Planning Corp first reported a position in Evergy in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Evergy position peaked at $59K in Q3 2021.
  • 631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.