Next Capital Management’s Evergy EVRG Stock Holding History

Next Capital 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
2019 Q3	–	Sell	-240	Closed	-$14K	–	430
2019 Q2	$14K	Buy	+240	New	+$14K	0.01%	374

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Next Capital Management's EVRG Position: Q3 2019 in Review

Next Capital Management sold out of Evergy (EVRG) in Q3 2019, closing a stake of 240 shares — an estimated $14K sold.

Next Capital Management first reported a position in EVRG in Q2 2019 and held it in 1 quarter. The position peaked at $14K in Q2 2019. 588 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

Next Capital Management reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 240 Evergy shares in Q3 2019, an estimated $14K.
Next Capital Management first reported a position in Evergy in Q2 2019 and held it in 1 quarter.
Next Capital Management's Evergy position peaked at $14K in Q2 2019.
588 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.