Investors Research Corp’s Evergy EVRG Stock Holding History

Investors Research Corp’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	-145	Closed	-$10K	–	1101
2022 Q1	$10K	Hold	145	–	–	﹤0.01%	760
2021 Q4	$10K	Hold	145	–	–	﹤0.01%	768
2021 Q3	$9K	Hold	145	–	–	﹤0.01%	798
2021 Q2	$9K	Hold	145	–	–	﹤0.01%	791
2021 Q1	$9K	Hold	145	–	–	﹤0.01%	791
2020 Q4	$8K	Hold	145	–	–	﹤0.01%	884
2020 Q3	$7K	Sell	145 -145	-50%	-$8.11K	﹤0.01%	876
2020 Q2	$17K	Buy	290 +145	+100%	+$8.59K	0.01%	702
2020 Q1	$8K	Hold	145	–	–	0.01%	817
2019 Q4	$9K	Hold	145	–	–	﹤0.01%	859
2019 Q3	$10K	Hold	145	–	–	0.01%	843
2019 Q2	$9K	Hold	145	–	–	﹤0.01%	820
2019 Q1	$8K	Buy	+145	New	+$8.25K	﹤0.01%	814

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

Investors Research Corp's EVRG Position: Q2 2022 in Review

Investors Research Corp sold out of Evergy (EVRG) in Q2 2022, closing a stake of 145 shares — an estimated $10K sold.

Investors Research Corp first reported a position in EVRG in Q1 2019 and held it in 13 quarters. The position peaked at $17K in Q2 2020. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

Investors Research Corp reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
Investors Research Corp sold 145 Evergy shares in Q2 2022, an estimated $10K.
Investors Research Corp first reported a position in Evergy in Q1 2019 and held it in 13 quarters.
Investors Research Corp's Evergy position peaked at $17K in Q2 2020.
638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Investors Research Corp's 13F filing for Q2 2022, filed 21 Jul 2022.