EWG Elevate’s Evergy EVRG Stock Holding History

EWG Elevate’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 Q1	–	Sell	-254	Closed	-$16K	–	271
2022 Q4	$16K	Buy	+254	New	+$15.3K	0.01%	325

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

EWG Elevate's EVRG Position: Q1 2023 in Review

EWG Elevate sold out of Evergy (EVRG) in Q1 2023, closing a stake of 254 shares — an estimated $16K sold.

EWG Elevate first reported a position in EVRG in Q4 2022 and held it in 1 quarter. The position peaked at $16K in Q4 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

EWG Elevate reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 254 Evergy shares in Q1 2023, an estimated $16K.
EWG Elevate first reported a position in Evergy in Q4 2022 and held it in 1 quarter.
EWG Elevate's Evergy position peaked at $16K in Q4 2022.
652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.