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Money Concepts Capital’s Evergy EVRG Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-2,217
Closed -$140K – 1230
2022
Q4 		$140K Buy
+2,217
New +$133K 0.01% 837
2022
Q2 		– Sell
-1,366
Closed -$93K – 1788
2022
Q1 		$93K Buy
+1,366
New +$88.1K 0.01% 1018

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Money Concepts Capital's EVRG Position: Q1 2023 in Review

Money Concepts Capital sold out of Evergy (EVRG) in Q1 2023, closing a stake of 2,217 shares — an estimated $140K sold.

Money Concepts Capital first reported a position in EVRG in Q1 2022 and held it in 2 quarters. The position peaked at $140K in Q4 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Money Concepts Capital reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,217 Evergy shares in Q1 2023, an estimated $140K.
  • Money Concepts Capital first reported a position in Evergy in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Evergy position peaked at $140K in Q4 2022.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.