Cutler Group’s Evergy EVRG Stock Holding History

Cutler Group’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 Q1	–	Sell	-473	Closed	-$29K	–	4046
2022 Q4	$29K	Hold	473	–	–	﹤0.01%	1957
2022 Q3	$28K	Hold	473	–	–	﹤0.01%	2349
2022 Q2	$30K	Hold	473	–	–	﹤0.01%	2329
2022 Q1	$32K	Hold	473	–	–	﹤0.01%	2631
2021 Q4	$32K	Hold	473	–	–	﹤0.01%	2745
2021 Q3	$29K	Sell	473 -480	-50%	-$31.5K	﹤0.01%	2994
2021 Q2	$57K	Buy	+953	New	+$59.6K	﹤0.01%	2379
2021 Q1	–	Sell	-208	Closed	-$11.5K	–	5805
2020 Q4	$11K	Sell	208 -19,782	-99%	-$1.09M	﹤0.01%	3115
2020 Q3	$1.01M	Buy	+19,990	New	+$1.12M	0.06%	317
2020 Q2	–	Sell	-4,191	Closed	-$230K	–	4506
2020 Q1	$230K	Buy	4,191 +2,912	+228%	+$191K	0.01%	869
2019 Q4	$83K	Buy	+1,279	New	+$81.6K	0.01%	1296
2019 Q3	–	Sell	-3,600	Closed	-$216K	–	4227
2019 Q2	$216K	Buy	+3,600	New	+$211K	0.02%	670

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Cutler Group's EVRG Position: Q1 2023 in Review

Cutler Group sold out of Evergy (EVRG) in Q1 2023, closing a stake of 473 shares — an estimated $29K sold.

Cutler Group first reported a position in EVRG in Q2 2019 and held it in 12 quarters. The position peaked at $1.01M in Q3 2020. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

Cutler Group reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
Cutler Group sold 473 Evergy shares in Q1 2023, an estimated $29K.
Cutler Group first reported a position in Evergy in Q2 2019 and held it in 12 quarters.
Cutler Group's Evergy position peaked at $1.01M in Q3 2020.
652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.