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Howe & Rusling’s Evergy EVRG Stock Holding History

Howe & Rusling’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 		– Sell
-14
Closed -$1K – 558
2022
Q3 		$1K Buy
+14
New +$942 ﹤0.01% 955
2020
Q4 		– Sell
-23
Closed -$1K – 954
2020
Q3 		$1K Sell
23
-12
-34% -$671 ﹤0.01% 768
2020
Q2 		$2K Buy
35
+6
+21% +$355 ﹤0.01% 665
2020
Q1 		$2K Sell
29
-1
-3% -$66 ﹤0.01% 631
2019
Q4 		$2K Hold
30
– – ﹤0.01% 669
2019
Q3 		$2K Buy
30
+4
+15% +$253 ﹤0.01% 675
2019
Q2 		$2K Sell
26
-1
-4% -$59 ﹤0.01% 659
2019
Q1 		$2K Sell
27
-5
-16% -$285 ﹤0.01% 665
2018
Q4 		$2K Sell
32
-3
-9% -$173 ﹤0.01% 661
2018
Q3 		$2K Buy
35
+7
+25% +$396 ﹤0.01% 709
2018
Q2 		$2K Buy
+28
New +$1.5K ﹤0.01% 667

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Howe & Rusling's EVRG Position: Q4 2022 in Review

Howe & Rusling sold out of Evergy (EVRG) in Q4 2022, closing a stake of 14 shares — an estimated $1K sold.

Howe & Rusling first reported a position in EVRG in Q2 2018 and held it in 11 quarters. The position peaked at $2K in Q2 2020. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Howe & Rusling reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 14 Evergy shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Evergy in Q2 2018 and held it in 11 quarters.
  • Howe & Rusling's Evergy position peaked at $2K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.