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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
2021
Q3 		– Sell
-1,700
Closed -$1K – 5870
2021
Q2 		$1K Sell
1,700
-3,600
-68% -$225K ﹤0.01% 5272
2021
Q1 		$12K Buy
5,300
+2,800
+112% +$155K ﹤0.01% 3637
2020
Q4 		$4K Sell
2,500
-3,400
-58% -$187K ﹤0.01% 3772
2020
Q3 		$7K Buy
+5,900
New +$330K ﹤0.01% 3237

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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.