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Jackson Creek Investment Advisors’s Evergy EVRG Stock Holding History

Jackson Creek Investment 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
2022
Q3 		– Sell
-5,526
Closed -$377K – 312
2022
Q2 		$377K Sell
5,526
-48
-0.9% -$3.26K 0.15% 264
2022
Q1 		$381K Sell
5,574
-156
-3% -$10.1K 0.14% 268
2021
Q4 		$393K Buy
5,730
+2,247
+65% +$146K 0.14% 256
2021
Q3 		$217K Buy
+3,483
New +$228K 0.08% 289

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Jackson Creek Investment Advisors's EVRG Position: Q3 2022 in Review

Jackson Creek Investment Advisors sold out of Evergy (EVRG) in Q3 2022, closing a stake of 5,526 shares — an estimated $377K sold.

Jackson Creek Investment Advisors first reported a position in EVRG in Q3 2021 and held it in 4 quarters. The position peaked at $393K in Q4 2021. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Jackson Creek Investment Advisors reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 5,526 Evergy shares in Q3 2022, an estimated $377K.
  • Jackson Creek Investment Advisors first reported a position in Evergy in Q3 2021 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's Evergy position peaked at $393K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.