MSL
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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 $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $40.6B AUM 25.18% 1-Year Est. Return