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Hoover Financial Advisors’s Evergy EVRG Stock Holding History

Hoover Financial 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
2021
Q2 		$18K Hold
290
– – ﹤0.01% 406
2021
Q1 		$18K Hold
290
– – ﹤0.01% 368
2020
Q4 		$15K Buy
+290
New +$15.9K ﹤0.01% 367
2020
Q3 		– Sell
-290
Closed -$17K – 284
2020
Q2 		$17K Buy
+290
New +$17.2K 0.01% 295

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hoover Financial Advisors's EVRG Position: Q2 2021 in Review

Hoover Financial Advisors held its Evergy (EVRG) position steady in Q2 2021 at 290 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Hoover Financial Advisors first reported a position in EVRG in Q2 2020 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • Hoover Financial Advisors held 290 shares of Evergy worth $18K as of Q2 2021.
  • Hoover Financial Advisors left its Evergy share count unchanged in Q2 2021.
  • Evergy made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #406 holding.
  • Hoover Financial Advisors first reported a position in Evergy in Q2 2020 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.