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Janiczek Wealth Management’s Evergy EVRG Stock Holding History

Janiczek Wealth 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
2024
Q2 		$9.59K Buy
181
+4
+2% +$213 ﹤0.01% 666
2024
Q1 		$9.45K Buy
177
+173
+4,325% +$8.84K ﹤0.01% 693
2023
Q4 		$209 Sell
4
-56
-93% -$2.82K ﹤0.01% 1059
2023
Q3 		$3.04K Buy
60
+4
+7% +$227 ﹤0.01% 779
2023
Q2 		$3.27K Hold
56
– – ﹤0.01% 712
2023
Q1 		$3.44K Sell
56
-9
-14% -$547 ﹤0.01% 713
2022
Q4 		$4.16K Buy
65
+9
+16% +$541 ﹤0.01% 679
2022
Q3 		$3K Hold
56
– – ﹤0.01% 713
2022
Q2 		$4K Sell
56
-8
-13% -$543 ﹤0.01% 688
2022
Q1 		$4K Hold
64
– – ﹤0.01% 690
2021
Q4 		$4K Sell
64
-18
-22% -$1.17K ﹤0.01% 735
2021
Q3 		$5K Buy
82
+22
+37% +$1.44K ﹤0.01% 688
2021
Q2 		$4K Buy
60
+8
+15% +$500 ﹤0.01% 689
2021
Q1 		$3K Buy
52
+12
+30% +$664 ﹤0.01% 696
2020
Q4 		$2K Buy
+40
New +$2.19K ﹤0.01% 673

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Janiczek Wealth Management's EVRG Position: Q2 2024 in Review

Janiczek Wealth Management increased its Evergy (EVRG) stake by 2.3% in Q2 2024, buying an estimated $213 and bringing the position to 181 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Janiczek Wealth Management first reported a position in EVRG in Q4 2020 and has held it in 15 quarters since. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Janiczek Wealth Management held 181 shares of Evergy worth $9.59K as of Q2 2024.
  • Janiczek Wealth Management bought 4 Evergy shares in Q2 2024, an estimated $213.
  • Evergy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #666 holding.
  • Janiczek Wealth Management first reported a position in Evergy in Q4 2020 and has held it in 15 quarters since.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.