MSL
EVRG icon

Mackay Shields LLC’s Evergy EVRG Stock Holding History

Mackay Shields LLC’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
Q2 		– Sell
-32,306
Closed -$2.21M – 403
2022
Q1 		$2.21M Sell
32,306
-1,995
-6% -$129K 0.02% 543
2021
Q4 		$2.35M Sell
34,301
-830
-2% -$54K 0.02% 537
2021
Q3 		$2.19M Sell
35,131
-1,015
-3% -$66.6K 0.02% 519
2021
Q2 		$2.19M Sell
36,146
-45,746
-56% -$2.86M 0.02% 525
2021
Q1 		$4.88M Buy
81,892
+36,401
+80% +$2.01M 0.04% 480
2020
Q4 		$2.53M Sell
45,491
-2,088
-4% -$115K 0.02% 754
2020
Q3 		$2.42M Sell
47,579
-175,666
-79% -$9.82M 0.02% 705
2020
Q2 		$13.2M Buy
223,245
+1,702
+0.8% +$101K 0.11% 225
2020
Q1 		$12.2M Buy
221,543
+107,255
+94% +$7.05M 0.11% 203
2019
Q4 		$7.44M Buy
114,288
+64,816
+131% +$4.13M 0.05% 388
2019
Q3 		$3.29M Buy
49,472
+8,042
+19% +$509K 0.02% 695
2019
Q2 		$2.49M Buy
41,430
+1,203
+3% +$70.4K 0.02% 814
2019
Q1 		$2.33M Sell
40,227
-8,918
-18% -$508K 0.02% 652
2018
Q4 		$2.79M Buy
49,145
+2,851
+6% +$165K 0.02% 594
2018
Q3 		$2.54M Sell
46,294
-41,180
-47% -$2.33M 0.02% 646
2018
Q2 		$4.91M Buy
+87,474
New +$4.69M 0.03% 483

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Mackay Shields LLC's EVRG Position: Q2 2022 in Review

Mackay Shields LLC sold out of Evergy (EVRG) in Q2 2022, closing a stake of 32,306 shares — an estimated $2.21M sold.

Mackay Shields LLC first reported a position in EVRG in Q2 2018 and held it in 16 quarters. The position peaked at $13.2M in Q2 2020. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Mackay Shields LLC reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • Mackay Shields LLC sold 32,306 Evergy shares in Q2 2022, an estimated $2.21M.
  • Mackay Shields LLC first reported a position in Evergy in Q2 2018 and held it in 16 quarters.
  • Mackay Shields LLC's Evergy position peaked at $13.2M in Q2 2020.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Mackay Shields LLC's 13F filing for Q2 2022, filed 3 Aug 2022.