Jacobi Capital Management’s Evergy EVRG Stock Holding History

Jacobi Capital Management’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 Q4	–	Sell	-918	Closed	-$57K	–	679
2021 Q3	$57K	Buy	918 +161	+21%	+$10.6K	0.01%	623
2021 Q2	$46K	Hold	757	–	–	0.01%	645
2021 Q1	$45K	Hold	757	–	–	0.01%	597
2020 Q4	$42K	Hold	757	–	–	0.01%	564
2020 Q3	$38K	Hold	757	–	–	0.01%	547
2020 Q2	$45K	Hold	757	–	–	0.01%	494
2020 Q1	$42K	Hold	757	–	–	0.01%	455
2019 Q4	$49K	Hold	757	–	–	0.01%	475
2019 Q3	$50K	Hold	757	–	–	0.01%	459
2019 Q2	$46K	Hold	757	–	–	0.01%	468
2019 Q1	$44K	Hold	757	–	–	0.01%	433
2018 Q4	$43K	Hold	757	–	–	0.01%	411
2018 Q3	$42K	Hold	757	–	–	0.01%	448
2018 Q2	$43K	Buy	+757	New	+$40.5K	0.01%	433

Other funds holding EVRG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Geode Capital Management

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