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Fulcrum Equity Management’s Evergy EVRG Stock Holding History

Fulcrum Equity 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
Q4 		– Sell
-3,589
Closed -$213K – 73
2022
Q3 		$213K Buy
+3,589
New +$241K 0.18% 59

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fulcrum Equity Management's EVRG Position: Q4 2022 in Review

Fulcrum Equity Management sold out of Evergy (EVRG) in Q4 2022, closing a stake of 3,589 shares — an estimated $213K sold.

Fulcrum Equity Management first reported a position in EVRG in Q3 2022 and held it in 1 quarter. The position peaked at $213K in Q3 2022. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Fulcrum Equity Management reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,589 Evergy shares in Q4 2022, an estimated $213K.
  • Fulcrum Equity Management first reported a position in Evergy in Q3 2022 and held it in 1 quarter.
  • Fulcrum Equity Management's Evergy position peaked at $213K in Q3 2022.
  • 686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Fulcrum Equity Management's 13F filing for Q4 2022, filed 10 Jan 2023.