JB Capital’s Evergy EVRG Stock Holding History

JB 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
2022 Q3	–	Sell	-15,202	Closed	-$992K	–	184
2022 Q2	$992K	Buy	15,202 +1,174	+8%	+$79.6K	0.11%	100
2022 Q1	$959K	Buy	+14,028	New	+$905K	0.09%	107

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

JB Capital's EVRG Position: Q3 2022 in Review

JB Capital sold out of Evergy (EVRG) in Q3 2022, closing a stake of 15,202 shares — an estimated $992K sold.

JB Capital first reported a position in EVRG in Q1 2022 and held it in 2 quarters. The position peaked at $992K in Q2 2022. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

JB Capital reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
JB Capital sold 15,202 Evergy shares in Q3 2022, an estimated $992K.
JB Capital first reported a position in Evergy in Q1 2022 and held it in 2 quarters.
JB Capital's Evergy position peaked at $992K in Q2 2022.
649 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on JB Capital's 13F filing for Q3 2022, filed 14 Oct 2022.