GW
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GW & Wade’s Evergy EVRG Stock Holding History

GW & Wade’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
Q4 		$406K Sell
7,775
-549
-7% -$27.6K 0.01% 319
2023
Q3 		$422K Buy
8,324
+463
+6% +$26.3K 0.02% 293
2023
Q2 		$459K Hold
7,861
– – 0.02% 284
2023
Q1 		$480K Sell
7,861
-14
-0.2% -$852 0.02% 267
2022
Q4 		$496K Sell
7,875
-584
-7% -$35.1K 0.02% 257
2022
Q3 		$502K Buy
+8,459
New +$569K 0.02% 243
2022
Q2 		– Sell
-7,871
Closed -$538K – 389
2022
Q1 		$538K Hold
7,871
– – 0.02% 237
2021
Q4 		$540K Buy
7,871
+10
+0.1% +$650 0.02% 241
2021
Q3 		$489K Hold
7,861
– – 0.02% 250
2021
Q2 		$475K Hold
7,861
– – 0.02% 254
2021
Q1 		$468K Buy
7,861
+86
+1% +$4.76K 0.02% 230
2020
Q4 		$432K Sell
7,775
-385
-5% -$21.1K 0.03% 201
2020
Q3 		$415K Hold
8,160
– – 0.03% 169
2020
Q2 		$484K Buy
8,160
+385
+5% +$22.8K 0.04% 153
2020
Q1 		$428K Sell
7,775
-382
-5% -$25.1K 0.04% 142
2019
Q4 		$531K Sell
8,157
-269
-3% -$17.2K 0.04% 152
2019
Q3 		$561K Buy
8,426
+382
+5% +$24.2K 0.05% 143
2019
Q2 		$484K Hold
8,044
– – 0.04% 149
2019
Q1 		$467K Sell
8,044
-119
-1% -$6.77K 0.04% 148
2018
Q4 		$463K Buy
8,163
+269
+3% +$15.5K 0.05% 148
2018
Q3 		$434K Buy
7,894
+119
+2% +$6.73K 0.05% 153
2018
Q2 		$437K Buy
+7,775
New +$416K 0.05% 155

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GW & Wade's EVRG Position: Q4 2023 in Review

GW & Wade reduced its Evergy (EVRG) stake by 6.6% in Q4 2023, selling an estimated $27.6K and leaving 7,775 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #319.

GW & Wade first reported a position in EVRG in Q2 2018 and has held it in 22 quarters since. The position peaked at $561K in Q3 2019. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • GW & Wade held 7,775 shares of Evergy worth $406K as of Q4 2023.
  • GW & Wade sold 549 Evergy shares in Q4 2023, an estimated $27.6K.
  • Evergy made up 0.01% of GW & Wade's portfolio in Q4 2023, its #319 holding.
  • GW & Wade first reported a position in Evergy in Q2 2018 and has held it in 22 quarters since.
  • GW & Wade's Evergy position peaked at $561K in Q3 2019.
  • 705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.