KPCM
EVRG icon

Kings Point Capital Management’s Evergy EVRG Stock Holding History

Kings Point 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
2022
Q1 		– Sell
-269
Closed -$18K – 598
2021
Q4 		$18K Buy
+269
New +$17.5K ﹤0.01% 561

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Kings Point Capital Management's EVRG Position: Q1 2022 in Review

Kings Point Capital Management sold out of Evergy (EVRG) in Q1 2022, closing a stake of 269 shares — an estimated $18K sold.

Kings Point Capital Management first reported a position in EVRG in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Kings Point Capital Management reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 269 Evergy shares in Q1 2022, an estimated $18K.
  • Kings Point Capital Management first reported a position in Evergy in Q4 2021 and held it in 1 quarter.
  • Kings Point Capital Management's Evergy position peaked at $18K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.