M1FG
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Mach-1 Financial Group’s Evergy EVRG Stock Holding History

Mach-1 Financial Group’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 		– Sell
-270
Closed -$16K – 243
2022
Q3 		$16K Sell
270
-98
-27% -$6.59K 0.02% 180
2022
Q2 		$24K Buy
+368
New +$25K 0.02% 164

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
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

Mach-1 Financial Group's EVRG Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Evergy (EVRG) in Q4 2022, closing a stake of 270 shares — an estimated $16K sold.

Mach-1 Financial Group first reported a position in EVRG in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q2 2022. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Mach-1 Financial Group reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 270 Evergy shares in Q4 2022, an estimated $16K.
  • Mach-1 Financial Group first reported a position in Evergy in Q2 2022 and held it in 2 quarters.
  • Mach-1 Financial Group's Evergy position peaked at $24K in Q2 2022.
  • 686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.