GMA
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Glassy Mountain Advisors’s Evergy EVRG Stock Holding History

Glassy Mountain 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
2023
Q1 		– Sell
-4,105
Closed -$258K – 83
2022
Q4 		$258K Buy
+4,105
New +$247K 0.14% 55
2022
Q2 		$268K Hold
4,105
– – 0.16% 60
2022
Q1 		$281K Hold
4,105
– – 0.14% 59
2021
Q4 		$282K Buy
+4,105
New +$267K 0.15% 60

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Glassy Mountain Advisors's EVRG Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Evergy (EVRG) in Q1 2023, closing a stake of 4,105 shares — an estimated $258K sold.

Glassy Mountain Advisors first reported a position in EVRG in Q4 2021 and held it in 4 quarters. The position peaked at $282K in Q4 2021. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 4,105 Evergy shares in Q1 2023, an estimated $258K.
  • Glassy Mountain Advisors first reported a position in Evergy in Q4 2021 and held it in 4 quarters.
  • Glassy Mountain Advisors's Evergy position peaked at $282K in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.