First Command Bank’s Evergy EVRG Stock Holding History

First Command Bank’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	$93.5K	Sell	1,600 -115	-7%	-$6.95K	0.01%	195
2023 Q1	$105K	Hold	1,715	–	–	0.01%	179
2022 Q4	$108K	Hold	1,715	–	–	0.01%	174
2022 Q3	$102K	Sell	1,715 -100	-6%	-$6.73K	0.01%	171
2022 Q2	$118K	Hold	1,815	–	–	0.02%	159
2022 Q1	$124K	Hold	1,815	–	–	0.02%	163
2021 Q4	$112K	Hold	1,815	–	–	0.02%	185
2021 Q3	$112K	Hold	1,815	–	–	0.02%	185
2021 Q2	$109K	Hold	1,815	–	–	0.01%	189
2021 Q1	$108K	Hold	1,815	–	–	0.02%	179
2020 Q4	$101K	Sell	1,815 -200	-10%	-$11K	0.02%	168
2020 Q3	$102K	Sell	2,015 -400	-17%	-$22.4K	0.03%	150
2020 Q2	$143K	Hold	2,415	–	–	0.05%	134
2020 Q1	$133K	Buy	2,415 +1,100	+84%	+$72.3K	0.07%	134
2019 Q4	$86K	Hold	1,315	–	–	0.04%	174
2019 Q3	$88K	Hold	1,315	–	–	0.04%	169
2019 Q2	$79K	Hold	1,315	–	–	0.04%	173
2019 Q1	$76K	Hold	1,315	–	–	0.04%	172
2018 Q4	$75K	Sell	1,315 -1,315	-50%	-$75.9K	0.04%	173
2018 Q3	$144K	Hold	2,630	–	–	0.04%	132
2018 Q2	$148K	Buy	+2,630	New	+$141K	0.04%	126

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

First Command Bank's EVRG Position: Q2 2023 in Review

First Command Bank reduced its Evergy (EVRG) stake by 6.7% in Q2 2023, selling an estimated $6.95K and leaving 1,600 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #195.

First Command Bank first reported a position in EVRG in Q2 2018 and has held it in 21 quarters since. The position peaked at $148K in Q2 2018. 662 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

First Command Bank held 1,600 shares of Evergy worth $93.5K as of Q2 2023.
First Command Bank sold 115 Evergy shares in Q2 2023, an estimated $6.95K.
Evergy made up 0.01% of First Command Bank's portfolio in Q2 2023, its #195 holding.
First Command Bank first reported a position in Evergy in Q2 2018 and has held it in 21 quarters since.
First Command Bank's Evergy position peaked at $148K in Q2 2018.
662 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.