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Cornell Pochily Investment Advisors’s Evergy EVRG Stock Holding History

Cornell Pochily Investment 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 		– Sell
-3,516
Closed -$205K – 169
2023
Q2 		$205K Hold
3,516
– – 0.08% 164
2023
Q1 		$215K Buy
3,516
+100
+3% +$6.08K 0.09% 162
2022
Q4 		$215K Hold
3,416
– – 0.1% 161
2022
Q3 		$203K Hold
3,416
– – 0.09% 160
2022
Q2 		$223K Hold
3,416
– – 0.1% 155
2022
Q1 		$233K Hold
3,416
– – 0.09% 158
2021
Q4 		$234K Buy
+3,416
New +$222K 0.09% 153

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornell Pochily Investment Advisors's EVRG Position: Q3 2023 in Review

Cornell Pochily Investment Advisors sold out of Evergy (EVRG) in Q3 2023, closing a stake of 3,516 shares — an estimated $205K sold.

Cornell Pochily Investment Advisors first reported a position in EVRG in Q4 2021 and held it in 7 quarters. The position peaked at $234K in Q4 2021. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Cornell Pochily Investment Advisors reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 3,516 Evergy shares in Q3 2023, an estimated $205K.
  • Cornell Pochily Investment Advisors first reported a position in Evergy in Q4 2021 and held it in 7 quarters.
  • Cornell Pochily Investment Advisors's Evergy position peaked at $234K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Cornell Pochily Investment Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.