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Next Financial Group’s Evergy EVRG Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-21
Closed -$1K – 2891
2021
Q3 		$1K Buy
+21
New +$1.38K ﹤0.01% 2605
2021
Q2 		– Sell
-12
Closed -$1K – 2639
2021
Q1 		$1K Sell
12
-5,956
-100% -$330K ﹤0.01% 2401
2020
Q4 		$331K Buy
+5,968
New +$327K 0.03% 527
2020
Q2 		– Sell
-377
Closed -$21K – 983
2020
Q1 		$21K Buy
377
+242
+179% +$15.9K ﹤0.01% 1251
2019
Q4 		$9K Sell
135
-2,154
-94% -$137K ﹤0.01% 1804
2019
Q3 		$152K Buy
+2,289
New +$145K 0.02% 764
2019
Q1 		– Sell
-119
Closed -$7K – 1750
2018
Q4 		$7K Hold
119
– – ﹤0.01% 1439
2018
Q3 		$7K Buy
+119
New +$6.73K ﹤0.01% 1086

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's EVRG Position: Q4 2021 in Review

Next Financial Group sold out of Evergy (EVRG) in Q4 2021, closing a stake of 21 shares — an estimated $1K sold.

Next Financial Group first reported a position in EVRG in Q3 2018 and held it in 8 quarters. The position peaked at $331K in Q4 2020. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

  • Next Financial Group reported no remaining Evergy position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 21 Evergy shares in Q4 2021, an estimated $1K.
  • Next Financial Group first reported a position in Evergy in Q3 2018 and held it in 8 quarters.
  • Next Financial Group's Evergy position peaked at $331K in Q4 2020.
  • 631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.