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Johnson Midwest Financial’s Evergy EVRG Stock Holding History

Johnson Midwest Financial’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
2023
Q3 		$94.7K Hold
1,867
– – 0.21% 56
2023
Q2 		$109K Hold
1,867
– – 0.1% 51
2023
Q1 		$114K Hold
1,867
– – 0.16% 46
2022
Q4 		$117K Hold
1,867
– – 0.43% 40
2022
Q3 		$111 Hold
1,867
– – 0.42% 44
2022
Q2 		$122K Hold
1,867
– – 0.16% 47
2022
Q1 		$128K Hold
1,867
– – 0.18% 39
2021
Q4 		$128K Buy
1,867
+262
+16% +$17K 0.1% 45
2021
Q3 		$100K Hold
1,605
– – 0.08% 54
2021
Q2 		$97K Hold
1,605
– – 0.1% 54
2021
Q1 		$96K Hold
1,605
– – 0.1% 54
2020
Q4 		$89K Buy
+1,605
New +$88.1K 0.08% 60

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Midwest Financial's EVRG Position: Q3 2023 in Review

Johnson Midwest Financial held its Evergy (EVRG) position steady in Q3 2023 at 1,867 shares worth $94.7K. The position accounts for 0.21% of the portfolio, ranked #56.

Johnson Midwest Financial first reported a position in EVRG in Q4 2020 and has held it in 12 quarters since. The position peaked at $128K in Q1 2022. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Johnson Midwest Financial held 1,867 shares of Evergy worth $94.7K as of Q3 2023.
  • Johnson Midwest Financial left its Evergy share count unchanged in Q3 2023.
  • Evergy made up 0.21% of Johnson Midwest Financial's portfolio in Q3 2023, its #56 holding.
  • Johnson Midwest Financial first reported a position in Evergy in Q4 2020 and has held it in 12 quarters since.
  • Johnson Midwest Financial's Evergy position peaked at $128K in Q1 2022.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.