Heron Financial Group’s Evergy EVRG Stock Holding History

Heron Financial Group’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 Q2	–	Sell	-2,935	Closed	-$201K	–	145
2022 Q1	$201K	Buy	+2,935	New	+$189K	0.1%	150

Other funds holding EVRG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Heron Financial Group's EVRG Position: Q2 2022 in Review

Heron Financial Group sold out of Evergy (EVRG) in Q2 2022, closing a stake of 2,935 shares — an estimated $201K sold.

Heron Financial Group first reported a position in EVRG in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

Heron Financial Group reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
Heron Financial Group sold 2,935 Evergy shares in Q2 2022, an estimated $201K.
Heron Financial Group first reported a position in Evergy in Q1 2022 and held it in 1 quarter.
Heron Financial Group's Evergy position peaked at $201K in Q1 2022.
638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Heron Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.