LWAC
EVRG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return