Ellevest Inc’s Evergy EVRG Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-299	Closed	-$18.3K	–	762
2023 Q1	$18.3K	Hold	299	–	–	﹤0.01%	863
2022 Q4	$18.8K	Hold	299	–	–	﹤0.01%	869
2022 Q3	$18K	Hold	299	–	–	﹤0.01%	836
2022 Q2	$20K	Hold	299	–	–	﹤0.01%	753
2022 Q1	$20K	Hold	299	–	–	﹤0.01%	741
2021 Q4	$21K	Hold	299	–	–	﹤0.01%	703
2021 Q3	$19K	Hold	299	–	–	﹤0.01%	682
2021 Q2	$18K	Hold	299	–	–	﹤0.01%	659
2021 Q1	$18K	Hold	299	–	–	﹤0.01%	674
2020 Q4	$17K	Hold	299	–	–	﹤0.01%	657
2020 Q3	$15K	Sell	299 -24	-7%	-$1.34K	﹤0.01%	575
2020 Q2	$19K	Buy	323 +24	+8%	+$1.42K	﹤0.01%	498
2020 Q1	$16K	Hold	299	–	–	﹤0.01%	466
2019 Q4	$19K	Hold	299	–	–	0.01%	422
2019 Q3	$20K	Hold	299	–	–	0.01%	177
2019 Q2	$18K	Buy	299 +208	+229%	+$12.2K	0.01%	205
2019 Q1	$5K	Buy	+91	New	+$5.18K	﹤0.01%	233

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Ellevest Inc's EVRG Position: Q2 2023 in Review

Ellevest Inc sold out of Evergy (EVRG) in Q2 2023, closing a stake of 299 shares — an estimated $18.3K sold.

Ellevest Inc first reported a position in EVRG in Q1 2019 and held it in 17 quarters. The position peaked at $21K in Q4 2021. 661 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

Ellevest Inc reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 299 Evergy shares in Q2 2023, an estimated $18.3K.
Ellevest Inc first reported a position in Evergy in Q1 2019 and held it in 17 quarters.
Ellevest Inc's Evergy position peaked at $21K in Q4 2021.
661 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.