Covington Capital Management’s Evergy EVRG Stock Holding History

Covington Capital Management’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	$90K	Buy	1,522 +454	+43%	+$30.5K	﹤0.01%	476
2022 Q2	$70K	Buy	1,068 +43	+4%	+$2.92K	﹤0.01%	510
2022 Q1	$70K	Hold	1,025	–	–	﹤0.01%	534
2021 Q4	$70K	Hold	1,025	–	–	﹤0.01%	496
2021 Q3	$64K	Hold	1,025	–	–	﹤0.01%	514
2021 Q2	$62K	Hold	1,025	–	–	﹤0.01%	511
2021 Q1	$61K	Hold	1,025	–	–	﹤0.01%	454
2020 Q4	$57K	Hold	1,025	–	–	﹤0.01%	446
2020 Q3	$52K	Hold	1,025	–	–	﹤0.01%	441
2020 Q2	$61K	Hold	1,025	–	–	﹤0.01%	421
2020 Q1	$56K	Hold	1,025	–	–	﹤0.01%	398
2019 Q4	$67K	Hold	1,025	–	–	﹤0.01%	425
2019 Q3	$68K	Hold	1,025	–	–	﹤0.01%	397
2019 Q2	$62K	Hold	1,025	–	–	﹤0.01%	406
2019 Q1	$60K	Hold	1,025	–	–	﹤0.01%	399
2018 Q4	$58K	Sell	1,025 -299	-23%	-$17.3K	﹤0.01%	403
2018 Q3	$73K	Sell	1,324 -171	-11%	-$9.67K	﹤0.01%	366
2018 Q2	$84K	Buy	+1,495	New	+$80.1K	0.01%	355

Other funds holding EVRG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Covington Capital Management's EVRG Position: Q3 2022 in Review

Covington Capital Management increased its Evergy (EVRG) stake by 43% in Q3 2022, buying an estimated $30.5K and bringing the position to 1,522 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Covington Capital Management first reported a position in EVRG in Q2 2018 and has held it in 18 quarters since. 651 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

Covington Capital Management held 1,522 shares of Evergy worth $90K as of Q3 2022.
Covington Capital Management bought 454 Evergy shares in Q3 2022, an estimated $30.5K.
Evergy made up ﹤0.01% of Covington Capital Management's portfolio in Q3 2022, its #476 holding.
Covington Capital Management first reported a position in Evergy in Q2 2018 and has held it in 18 quarters since.
651 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Covington Capital Management's 13F filing for Q3 2022, filed 15 Nov 2022.