MWM
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Midwest Wealth Management’s Evergy EVRG Stock Holding History

Midwest Wealth Management’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
Q1 		$1.59M Buy
23,299
+1,061
+5% +$68.4K 0.97% 58
2021
Q4 		$1.53M Buy
22,238
+1,447
+7% +$94.1K 0.95% 57
2021
Q3 		$1.29M Buy
20,791
+857
+4% +$56.2K 0.89% 59
2021
Q2 		$1.21M Buy
19,934
+1,874
+10% +$117K 0.86% 53
2021
Q1 		$1.07M Buy
18,060
+1,739
+11% +$96.2K 0.87% 54
2020
Q4 		$906K Buy
+16,321
New +$896K 0.83% 54

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Midwest Wealth Management's EVRG Position: Q1 2022 in Review

Midwest Wealth Management increased its Evergy (EVRG) stake by 4.8% in Q1 2022, buying an estimated $68.4K and bringing the position to 23,299 shares worth $1.59M. The position accounts for 0.97% of the portfolio, ranked #58.

Midwest Wealth Management first reported a position in EVRG in Q4 2020 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Midwest Wealth Management held 23,299 shares of Evergy worth $1.59M as of Q1 2022.
  • Midwest Wealth Management bought 1,061 Evergy shares in Q1 2022, an estimated $68.4K.
  • Evergy made up 0.97% of Midwest Wealth Management's portfolio in Q1 2022, its #58 holding.
  • Midwest Wealth Management first reported a position in Evergy in Q4 2020 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.