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Fortis Advisors’s Evergy EVRG Stock Holding History

Fortis Advisors’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 		– Sell
-1,970
Closed -$135K – 295
2022
Q1 		$135K Buy
+1,970
New +$127K 0.07% 129
2020
Q2 		– Sell
-342
Closed -$19K – 221
2020
Q1 		$19K Buy
+342
New +$22.5K 0.01% 233

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 $3.38T AUM 44.17% 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

Fortis Advisors's EVRG Position: Q2 2022 in Review

Fortis Advisors sold out of Evergy (EVRG) in Q2 2022, closing a stake of 1,970 shares — an estimated $135K sold.

Fortis Advisors first reported a position in EVRG in Q1 2020 and held it in 2 quarters. The position peaked at $135K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Fortis Advisors reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • Fortis Advisors sold 1,970 Evergy shares in Q2 2022, an estimated $135K.
  • Fortis Advisors first reported a position in Evergy in Q1 2020 and held it in 2 quarters.
  • Fortis Advisors's Evergy position peaked at $135K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Fortis Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.