NWQ Investment Management Company’s Evergy EVRG Stock Holding History

NWQ Investment Management Company’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
2020 Q3	$18.5M	Buy	+364,088	New	+$20.4M	0.84%	49
2019 Q4	–	Sell	-83,009	Closed	-$5.53M	–	162
2019 Q3	$5.53M	Hold	83,009	–	–	0.13%	130
2019 Q2	$4.99M	Sell	83,009 -63,800	-43%	-$3.73M	0.11%	126
2019 Q1	$8.52M	Sell	146,809 -106,600	-42%	-$6.07M	0.19%	118
2018 Q4	$14.4M	Buy	253,409 +11,400	+5%	+$658K	0.34%	105
2018 Q3	$13.6M	Buy	242,009 +12,700	+6%	+$718K	0.27%	115
2018 Q2	$12.9M	Buy	+229,309	New	+$12.3M	0.23%	119

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NWQ Investment Management Company's EVRG Position: Q3 2020 in Review

NWQ Investment Management Company opened a new position in Evergy (EVRG) in Q3 2020: 364,088 shares worth $18.5M. The stake represents 0.84% of the portfolio and ranks #49 among its holdings. This is a return to the name: NWQ Investment Management Company previously reported a position in EVRG as recently as Q3 2019.

NWQ Investment Management Company first reported a position in EVRG in Q2 2018 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

NWQ Investment Management Company held 364,088 shares of Evergy worth $18.5M as of Q3 2020.
Evergy was a new NWQ Investment Management Company position in Q3 2020.
Evergy made up 0.84% of NWQ Investment Management Company's portfolio in Q3 2020, its #49 holding.
NWQ Investment Management Company first reported a position in Evergy in Q2 2018 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.