LNZ Capital’s Evergy EVRG Stock Holding History

LNZ 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
2021 Q3	–	Sell	-300,000	Closed	-$18.1M	–	19
2021 Q2	$18.1M	Buy	+300,000	New	+$18.8M	13.13%	1
2021 Q1	–	Sell	-346,177	Closed	-$19.2M	–	23
2020 Q4	$19.2M	Buy	+346,177	New	+$19M	13.24%	4
2020 Q3	–	Sell	-127,668	Closed	-$7.57M	–	21
2020 Q2	$7.57M	Buy	+127,668	New	+$7.56M	5.53%	6
2020 Q1	–	Sell	-205,000	Closed	-$13.3M	–	16
2019 Q4	$13.3M	Buy	+205,000	New	+$13.1M	6.16%	9
2018 Q4	–	Sell	-166,078	Closed	-$9.12M	–	6
2018 Q3	$9.12M	Buy	166,078 +97	+0.1%	+$5.49K	7.39%	6
2018 Q2	$9.32M	Buy	+165,981	New	+$8.89M	8.71%	6

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LNZ Capital's EVRG Position: Q3 2021 in Review

LNZ Capital sold out of Evergy (EVRG) in Q3 2021, closing a stake of 300,000 shares — an estimated $18.1M sold.

LNZ Capital first reported a position in EVRG in Q2 2018 and held it in 6 quarters. The position peaked at $19.2M in Q4 2020. 591 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

LNZ Capital reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
LNZ Capital sold 300,000 Evergy shares in Q3 2021, an estimated $18.1M.
LNZ Capital first reported a position in Evergy in Q2 2018 and held it in 6 quarters.
LNZ Capital's Evergy position peaked at $19.2M in Q4 2020.
591 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on LNZ Capital's 13F filing for Q3 2021, filed 15 Nov 2021.