Hartford Financial Management’s Evergy EVRG Stock Holding History

Hartford Financial 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
2023 Q1	–	Sell	-44	Closed	-$2.77K	–	380
2022 Q4	$2.77K	Hold	44	–	–	﹤0.01%	331
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	334
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	337
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	351
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	336
2021 Q3	$3K	Hold	44	–	–	﹤0.01%	359
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	348
2021 Q1	$3K	Hold	44	–	–	﹤0.01%	362
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	334
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	307
2020 Q2	$3K	Hold	44	–	–	﹤0.01%	313
2020 Q1	$2K	Sell	44 -200	-82%	-$13.1K	﹤0.01%	326
2019 Q4	$16K	Hold	244	–	–	0.01%	269
2019 Q3	$16K	Hold	244	–	–	0.01%	274
2019 Q2	$15K	Hold	244	–	–	0.01%	280
2019 Q1	$14K	Hold	244	–	–	﹤0.01%	287
2018 Q4	$14K	Sell	244 -39	-14%	-$2.25K	0.01%	290
2018 Q3	$16K	Hold	283	–	–	0.01%	291
2018 Q2	$16K	Buy	+283	New	+$15.2K	0.01%	291

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Hartford Financial Management's EVRG Position: Q1 2023 in Review

Hartford Financial Management sold out of Evergy (EVRG) in Q1 2023, closing a stake of 44 shares — an estimated $2.77K sold.

Hartford Financial Management first reported a position in EVRG in Q2 2018 and held it in 19 quarters. The position peaked at $16K in Q4 2019. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

Hartford Financial Management reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
Hartford Financial Management sold 44 Evergy shares in Q1 2023, an estimated $2.77K.
Hartford Financial Management first reported a position in Evergy in Q2 2018 and held it in 19 quarters.
Hartford Financial Management's Evergy position peaked at $16K in Q4 2019.
652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Hartford Financial Management's 13F filing for Q1 2023, filed 25 Apr 2023.