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Foster Dykema Cabot & Co’s Evergy EVRG Stock Holding History

Foster Dykema Cabot & Co’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
Q3 		$15K Hold
299
– – ﹤0.01% 215
2023
Q2 		$17K Hold
299
– – ﹤0.01% 216
2023
Q1 		$18K Buy
+299
New +$18.2K ﹤0.01% 186

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foster Dykema Cabot & Co's EVRG Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Evergy (EVRG) position steady in Q3 2023 at 299 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Foster Dykema Cabot & Co first reported a position in EVRG in Q1 2023 and has held it in 3 quarters since. The position peaked at $18K in Q1 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Foster Dykema Cabot & Co held 299 shares of Evergy worth $15K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Evergy share count unchanged in Q3 2023.
  • Evergy made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #215 holding.
  • Foster Dykema Cabot & Co first reported a position in Evergy in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's Evergy position peaked at $18K in Q1 2023.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.