ONST
EVRG icon

Old North State Trust’s Evergy EVRG Stock Holding History

Old North State Trust’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
Q2 		– Sell
-80
Closed -$5K – 355
2021
Q1 		$5K Hold
80
– – ﹤0.01% 311
2020
Q4 		$4K Sell
80
-490
-86% -$26.9K ﹤0.01% 356
2020
Q3 		$29K Buy
+570
New +$31.9K 0.02% 225
2020
Q1 		– Sell
-370
Closed -$24K – 188
2019
Q4 		$24K Sell
370
-335
-48% -$21.4K 0.01% 244
2019
Q3 		$47K Hold
705
– – 0.03% 213
2019
Q2 		$42K Hold
705
– – 0.03% 222
2019
Q1 		$40K Hold
705
– – 0.03% 231
2018
Q4 		$40K Hold
705
– – 0.04% 222
2018
Q3 		$38K Buy
+705
New +$39.9K 0.04% 224

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return