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Heritage Wealth Management (Arizona)’s Evergy EVRG Stock Holding History

Heritage Wealth Management (Arizona)’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 		$881 Buy
14
+7
+100% +$420 ﹤0.01% 1033
2022
Q3 		$0 Buy
+7
New +$471 ﹤0.01% 1040

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

Heritage Wealth Management (Arizona)'s EVRG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Evergy (EVRG) stake by 100% in Q4 2022, buying an estimated $420 and bringing the position to 14 shares worth $881. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Heritage Wealth Management (Arizona) first reported a position in EVRG in Q3 2022 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 14 shares of Evergy worth $881 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 7 Evergy shares in Q4 2022, an estimated $420.
  • Evergy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1033 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Evergy in Q3 2022 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.