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Morningstar Investment Services’s Evergy EVRG Stock Holding History

Morningstar Investment Services’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
-3,896
Closed -$243K – 231
2022
Q4 		$243K Buy
3,896
+56
+1% +$3.36K ﹤0.01% 208
2022
Q3 		$231K Buy
+3,840
New +$258K ﹤0.01% 209

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Morningstar Investment Services's EVRG Position: Q1 2023 in Review

Morningstar Investment Services sold out of Evergy (EVRG) in Q1 2023, closing a stake of 3,896 shares — an estimated $243K sold.

Morningstar Investment Services first reported a position in EVRG in Q3 2022 and held it in 2 quarters. The position peaked at $243K in Q4 2022. 653 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Morningstar Investment Services reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Morningstar Investment Services sold 3,896 Evergy shares in Q1 2023, an estimated $243K.
  • Morningstar Investment Services first reported a position in Evergy in Q3 2022 and held it in 2 quarters.
  • Morningstar Investment Services's Evergy position peaked at $243K in Q4 2022.
  • 653 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Morningstar Investment Services's 13F filing for Q1 2023, filed 15 May 2023.