FPS
EVRG icon

Fieldpoint Private Securities’s Evergy EVRG Stock Holding History

Fieldpoint Private Securities’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
Q2 		$5K Buy
71
+60
+545% +$4.07K ﹤0.01% 912
2022
Q1 		$1K Hold
11
– – ﹤0.01% 1561
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1554
2021
Q3 		$1K Buy
+11
New +$721 ﹤0.01% 1559

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fieldpoint Private Securities's EVRG Position: Q2 2022 in Review

Fieldpoint Private Securities increased its Evergy (EVRG) stake by 545% in Q2 2022, buying an estimated $4.07K and bringing the position to 71 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Fieldpoint Private Securities first reported a position in EVRG in Q3 2021 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Fieldpoint Private Securities held 71 shares of Evergy worth $5K as of Q2 2022.
  • Fieldpoint Private Securities bought 60 Evergy shares in Q2 2022, an estimated $4.07K.
  • Evergy made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #912 holding.
  • Fieldpoint Private Securities first reported a position in Evergy in Q3 2021 and has held it in 4 quarters since.
  • 639 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.