CSat Investment Advisory’s Evergy EVRG Stock Holding History

CSat Investment Advisory’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 Q1	$65K	Buy	1,088 +239	+28%	+$13.2K	0.05%	139
2020 Q4	$47K	Sell	849 -699	-45%	-$38.4K	0.04%	161
2020 Q3	$79K	Buy	1,548 +331	+27%	+$18.5K	0.01%	554
2020 Q2	$72K	Sell	1,217 -186	-13%	-$11K	0.01%	591
2020 Q1	$77K	Buy	1,403 +119	+9%	+$7.82K	0.02%	402
2019 Q4	$84K	Buy	1,284 +212	+20%	+$13.5K	0.02%	406
2019 Q3	$71K	Buy	1,072 +54	+5%	+$3.42K	0.02%	388
2019 Q2	$61K	Buy	1,018 +660	+184%	+$38.6K	0.02%	412
2019 Q1	$21K	Buy	358 +96	+37%	+$5.46K	0.01%	304
2018 Q4	$15K	Buy	262 +37	+16%	+$2.14K	0.01%	346
2018 Q3	$12K	Sell	225 -17	-7%	-$962	0.01%	333
2018 Q2	$14K	Buy	+242	New	+$13K	0.01%	264

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

CSat Investment Advisory's EVRG Position: Q1 2021 in Review

CSat Investment Advisory increased its Evergy (EVRG) stake by 28% in Q1 2021, buying an estimated $13.2K and bringing the position to 1,088 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #139.

CSat Investment Advisory first reported a position in EVRG in Q2 2018 and has held it in 12 quarters since. The position peaked at $84K in Q4 2019. 585 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

CSat Investment Advisory held 1,088 shares of Evergy worth $65K as of Q1 2021.
CSat Investment Advisory bought 239 Evergy shares in Q1 2021, an estimated $13.2K.
Evergy made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #139 holding.
CSat Investment Advisory first reported a position in Evergy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Evergy position peaked at $84K in Q4 2019.
585 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.