NuWave Investment Management’s Evergy EVRG Stock Holding History

NuWave Investment 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
2022 Q3	$16K	Buy	+270	New	+$18.2K	0.02%	265
2021 Q4	–	Sell	-4,066	Closed	-$253K	–	335
2021 Q3	$253K	Buy	+4,066	New	+$267K	0.29%	124
2021 Q1	–	Sell	-728	Closed	-$40K	–	322
2020 Q4	$40K	Sell	728 -8,593	-92%	-$471K	0.05%	256
2020 Q3	$474K	Buy	+9,321	New	+$521K	0.73%	35

Other funds holding EVRG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

NuWave Investment Management's EVRG Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Evergy (EVRG) in Q3 2022: 270 shares worth $16K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in EVRG as recently as Q3 2021.

NuWave Investment Management first reported a position in EVRG in Q3 2020 and has held it in 4 quarters since. The position peaked at $474K in Q3 2020. 651 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

NuWave Investment Management held 270 shares of Evergy worth $16K as of Q3 2022.
Evergy was a new NuWave Investment Management position in Q3 2022.
Evergy made up 0.02% of NuWave Investment Management's portfolio in Q3 2022, its #265 holding.
NuWave Investment Management first reported a position in Evergy in Q3 2020 and has held it in 4 quarters since.
NuWave Investment Management's Evergy position peaked at $474K in Q3 2020.
651 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.