Navellier & Associates’s Evergy EVRG Stock Holding History

Navellier & Associates’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 Q4	–	Sell	-58,095	Closed	-$3.45M	–	262
2022 Q3	$3.45M	Buy	+58,095	New	+$3.91M	0.77%	37

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Navellier & Associates's EVRG Position: Q4 2022 in Review

Navellier & Associates sold out of Evergy (EVRG) in Q4 2022, closing a stake of 58,095 shares — an estimated $3.45M sold.

Navellier & Associates first reported a position in EVRG in Q3 2022 and held it in 1 quarter. The position peaked at $3.45M in Q3 2022. 687 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Navellier & Associates reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
Navellier & Associates sold 58,095 Evergy shares in Q4 2022, an estimated $3.45M.
Navellier & Associates first reported a position in Evergy in Q3 2022 and held it in 1 quarter.
Navellier & Associates's Evergy position peaked at $3.45M in Q3 2022.
687 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Navellier & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.