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Dixon Hughes Goodman Wealth Advisors’s Evergy EVRG Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$182K Hold
2,669
– – 0.05% 180
2021
Q4 		$183K Buy
+2,669
New +$174K 0.06% 152

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's EVRG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Evergy (EVRG) position steady in Q1 2022 at 2,669 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #180.

Dixon Hughes Goodman Wealth Advisors first reported a position in EVRG in Q4 2021 and has held it in 2 quarters since. The position peaked at $183K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,669 shares of Evergy worth $182K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Evergy share count unchanged in Q1 2022.
  • Evergy made up 0.05% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #180 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Evergy in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Evergy position peaked at $183K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.