EWM
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Edge Wealth Management’s Evergy EVRG Stock Holding History

Edge Wealth 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
Q1 		– Sell
-25
Closed -$2K – 226
2021
Q4 		$2K Hold
25
– – ﹤0.01% 421
2021
Q3 		$2K Buy
+25
New +$1.64K ﹤0.01% 432

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Edge Wealth Management's EVRG Position: Q1 2022 in Review

Edge Wealth Management sold out of Evergy (EVRG) in Q1 2022, closing a stake of 25 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in EVRG in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Edge Wealth Management reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 25 Evergy shares in Q1 2022, an estimated $2K.
  • Edge Wealth Management first reported a position in Evergy in Q3 2021 and held it in 2 quarters.
  • Edge Wealth Management's Evergy position peaked at $2K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.