COWA LLC’s Evergy EVRG Stock Holding History

COWA LLC’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 Q4	–	Sell	-1,196	Closed	-$71K	–	185
2022 Q3	$71K	Buy	+1,196	New	+$80.5K	0.05%	166
2021 Q2	–	Sell	-1,188	Closed	-$72K	–	196
2021 Q1	$72K	Buy	1,188 +721	+154%	+$39.9K	0.04%	173
2020 Q4	$25K	Buy	+467	New	+$25.6K	0.02%	253

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

COWA LLC's EVRG Position: Q4 2022 in Review

COWA LLC sold out of Evergy (EVRG) in Q4 2022, closing a stake of 1,196 shares — an estimated $71K sold.

COWA LLC first reported a position in EVRG in Q4 2020 and held it in 3 quarters. The position peaked at $72K in Q1 2021. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

COWA LLC reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 1,196 Evergy shares in Q4 2022, an estimated $71K.
COWA LLC first reported a position in Evergy in Q4 2020 and held it in 3 quarters.
COWA LLC's Evergy position peaked at $72K in Q1 2021.
684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.