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Frontier Wealth Management’s Evergy EVRG Stock Holding History

Frontier Wealth Management’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 		$5.05M Sell
77,420
-74
-0.1% -$5.02K 0.37% 61
2022
Q1 		$5.53M Buy
77,494
+3,285
+4% +$212K 0.07% 52
2021
Q4 		$5.09M Buy
74,209
+6,126
+9% +$398K 0.34% 61
2021
Q3 		$4.24M Buy
68,083
+2,263
+3% +$148K 0.29% 71
2021
Q2 		$3.98M Sell
65,820
-10,696
-14% -$669K 0.28% 72
2021
Q1 		$4.55M Sell
76,516
-758
-1% -$41.9K 0.35% 54
2020
Q4 		$4.29M Sell
77,274
-8,666
-10% -$475K 0.35% 57
2020
Q3 		$4.37M Buy
85,940
+30,117
+54% +$1.68M 0.4% 47
2020
Q2 		$3.31M Buy
55,823
+949
+2% +$56.2K 0.3% 62
2020
Q1 		$3.02M Buy
54,874
+31,647
+136% +$2.08M 0.49% 59
2019
Q4 		$1.51M Sell
23,227
-31,322
-57% -$2M 0.24% 97
2019
Q3 		$3.63M Buy
54,549
+4,014
+8% +$254K 0.54% 47
2019
Q2 		$3.04M Buy
50,535
+1,802
+4% +$105K 0.45% 50
2019
Q1 		$2.83M Buy
48,733
+2,583
+6% +$147K 0.38% 54
2018
Q4 		$2.62M Sell
46,150
-1,273
-3% -$73.5K 0.4% 62
2018
Q3 		$2.6M Sell
47,423
-373
-0.8% -$21.1K 0.25% 65
2018
Q2 		$2.68M Buy
+47,796
New +$2.56M 0.38% 57

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 $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $40.6B AUM 25.18% 1-Year Est. Return

Frontier Wealth Management's EVRG Position: Q2 2022 in Review

Frontier Wealth Management reduced its Evergy (EVRG) stake by 0.1% in Q2 2022, selling an estimated $5.02K and leaving 77,420 shares worth $5.05M. The position accounts for 0.37% of the portfolio, ranked #61.

Frontier Wealth Management first reported a position in EVRG in Q2 2018 and has held it in 17 quarters since. The position peaked at $5.53M in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Frontier Wealth Management held 77,420 shares of Evergy worth $5.05M as of Q2 2022.
  • Frontier Wealth Management sold 74 Evergy shares in Q2 2022, an estimated $5.02K.
  • Evergy made up 0.37% of Frontier Wealth Management's portfolio in Q2 2022, its #61 holding.
  • Frontier Wealth Management first reported a position in Evergy in Q2 2018 and has held it in 17 quarters since.
  • Frontier Wealth Management's Evergy position peaked at $5.53M in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.