EVM
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Eaton Vance Management’s Evergy EVRG Stock Holding History

Eaton Vance Management’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
Q3 		$825K Buy
13,890
+162
+1% +$10.9K ﹤0.01% 1264
2022
Q2 		$895K Sell
13,728
-1,182
-8% -$80.2K ﹤0.01% 1279
2022
Q1 		$1.02M Sell
14,910
-149
-1% -$9.61K ﹤0.01% 1357
2021
Q4 		$1.03M Buy
15,059
+183
+1% +$11.9K ﹤0.01% 1174
2021
Q3 		$852K Sell
14,876
-240
-2% -$15.7K ﹤0.01% 1129
2021
Q2 		$914K Sell
15,116
-271
-2% -$17K ﹤0.01% 1212
2021
Q1 		$916K Buy
15,387
+1,096
+8% +$60.7K ﹤0.01% 1152
2020
Q4 		$793K Buy
14,291
+94
+0.7% +$5.16K ﹤0.01% 1135
2020
Q3 		$721K Buy
14,197
+1
+0% +$56 ﹤0.01% 1069
2020
Q2 		$842K Sell
14,196
-86,268
-86% -$5.11M ﹤0.01% 994
2020
Q1 		$5.53M Buy
100,464
+86,533
+621% +$5.69M 0.01% 526
2019
Q4 		$907K Buy
13,931
+83
+0.6% +$5.29K ﹤0.01% 1015
2019
Q3 		$922K Sell
13,848
-113,340
-89% -$7.17M ﹤0.01% 985
2019
Q2 		$7.65M Sell
127,188
-11,617
-8% -$680K 0.02% 489
2019
Q1 		$8.06M Buy
138,805
+274
+0.2% +$15.6K 0.02% 461
2018
Q4 		$7.86M Buy
138,531
+28,137
+25% +$1.62M 0.02% 421
2018
Q3 		$6.06M Sell
110,394
-11,447
-9% -$648K 0.01% 506
2018
Q2 		$6.84M Buy
+121,841
New +$6.53M 0.02% 469

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Eaton Vance Management's EVRG Position: Q3 2022 in Review

Eaton Vance Management increased its Evergy (EVRG) stake by 1.2% in Q3 2022, buying an estimated $10.9K and bringing the position to 13,890 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Eaton Vance Management first reported a position in EVRG in Q2 2018 and has held it in 18 quarters since. The position peaked at $8.06M in Q1 2019. 650 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Eaton Vance Management held 13,890 shares of Evergy worth $825K as of Q3 2022.
  • Eaton Vance Management bought 162 Evergy shares in Q3 2022, an estimated $10.9K.
  • Evergy made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1264 holding.
  • Eaton Vance Management first reported a position in Evergy in Q2 2018 and has held it in 18 quarters since.
  • Eaton Vance Management's Evergy position peaked at $8.06M in Q1 2019.
  • 650 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.