Laurel Wealth Advisors (California)’s Evergy EVRG Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$292K	Buy	4,642 +150	+3%	+$9.01K	0.03%	518
2022 Q3	$267K	Buy	4,492 +30	+0.7%	+$2.02K	0.03%	517
2022 Q2	$292K	Hold	4,462	–	–	0.03%	500
2022 Q1	$305K	Buy	4,462 +10	+0.2%	+$645	0.03%	573
2021 Q4	$306K	Buy	+4,452	New	+$289K	0.02%	614
2019 Q4	–	Sell	-3,043	Closed	-$203K	–	456
2019 Q3	$203K	Buy	+3,043	New	+$192K	0.03%	430
2018 Q3	–	Sell	-5,230	Closed	-$293K	–	438
2018 Q2	$293K	Buy	+5,230	New	+$280K	0.08%	262

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EVRG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Evergy (EVRG) stake by 3.3% in Q4 2022, buying an estimated $9.01K and bringing the position to 4,642 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #518.

Laurel Wealth Advisors (California) first reported a position in EVRG in Q2 2018 and has held it in 7 quarters since. The position peaked at $306K in Q4 2021. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Laurel Wealth Advisors (California) held 4,642 shares of Evergy worth $292K as of Q4 2022.
Laurel Wealth Advisors (California) bought 150 Evergy shares in Q4 2022, an estimated $9.01K.
Evergy made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #518 holding.
Laurel Wealth Advisors (California) first reported a position in Evergy in Q2 2018 and has held it in 7 quarters since.
Laurel Wealth Advisors (California)'s Evergy position peaked at $306K in Q4 2021.
684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.