InterOcean Capital’s Evergy EVRG Stock Holding History

InterOcean Capital’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
2020 Q2	$319K	Hold	5,376	–	–	0.02%	141
2020 Q1	$296K	Hold	5,376	–	–	0.03%	141
2019 Q4	$350K	Hold	5,376	–	–	0.03%	156
2019 Q3	$358K	Hold	5,376	–	–	0.03%	156
2019 Q2	$323K	Hold	5,376	–	–	0.03%	149
2019 Q1	$312K	Hold	5,376	–	–	0.03%	146
2018 Q4	$305K	Hold	5,376	–	–	0.03%	147
2018 Q3	$295K	Hold	5,376	–	–	0.03%	157
2018 Q2	$302K	Buy	+5,376	New	+$288K	0.04%	162

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

InterOcean Capital's EVRG Position: Q2 2020 in Review

InterOcean Capital held its Evergy (EVRG) position steady in Q2 2020 at 5,376 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #141.

InterOcean Capital first reported a position in EVRG in Q2 2018 and has held it in 9 quarters since. The position peaked at $358K in Q3 2019. 579 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

InterOcean Capital held 5,376 shares of Evergy worth $319K as of Q2 2020.
InterOcean Capital left its Evergy share count unchanged in Q2 2020.
Evergy made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #141 holding.
InterOcean Capital first reported a position in Evergy in Q2 2018 and has held it in 9 quarters since.
InterOcean Capital's Evergy position peaked at $358K in Q3 2019.
579 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.