Northwest Investment Counselors’s Evergy EVRG Stock Holding History

Northwest Investment Counselors’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
2024 Q3	$7.38K	Buy	+119	New	+$6.92K	﹤0.01%	458
2024 Q2	–	Sell	-119	Closed	-$6.35K	–	255
2024 Q1	$6.35K	Buy	+119	New	+$6.08K	﹤0.01%	416
2023 Q4	–	Sell	-119	Closed	-$6.03K	–	256
2023 Q3	$6.03K	Hold	119	–	–	﹤0.01%	422
2023 Q2	$6.95K	Hold	119	–	–	﹤0.01%	421
2023 Q1	$7.27K	Hold	119	–	–	﹤0.01%	427
2022 Q4	$7.49K	Hold	119	–	–	﹤0.01%	429
2022 Q3	$7K	Hold	119	–	–	﹤0.01%	401
2022 Q2	$8K	Hold	119	–	–	﹤0.01%	381
2022 Q1	$8K	Hold	119	–	–	﹤0.01%	416
2021 Q4	$8K	Buy	+119	New	+$7.74K	﹤0.01%	388
2021 Q2	–	Sell	-119	Closed	-$7K	–	233
2021 Q1	$7K	Buy	+119	New	+$6.58K	﹤0.01%	396
2020 Q4	–	Sell	-119	Closed	-$6K	–	232
2020 Q3	$6K	Buy	+119	New	+$6.65K	﹤0.01%	374
2019 Q4	–	Sell	-119	Closed	-$8K	–	258
2019 Q3	$8K	Buy	+119	New	+$7.53K	﹤0.01%	376

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Northwest Investment Counselors's EVRG Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Evergy (EVRG) in Q3 2024: 119 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in EVRG as recently as Q1 2024.

Northwest Investment Counselors first reported a position in EVRG in Q3 2019 and has held it in 13 quarters since. The position peaked at $8K in Q2 2022. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Northwest Investment Counselors held 119 shares of Evergy worth $7.38K as of Q3 2024.
Evergy was a new Northwest Investment Counselors position in Q3 2024.
Evergy made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #458 holding.
Northwest Investment Counselors first reported a position in Evergy in Q3 2019 and has held it in 13 quarters since.
Northwest Investment Counselors's Evergy position peaked at $8K in Q2 2022.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.