PPA
EVRG icon

Parametric Portfolio Associates’s Evergy EVRG Stock Holding History

Parametric Portfolio Associates’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
Q1 		$62.5M Buy
913,829
+4,503
+0.5% +$290K 0.03% 491
2021
Q4 		$62.4M Buy
909,326
+25,105
+3% +$1.63M 0.03% 491
2021
Q3 		$55M Buy
884,221
+71,344
+9% +$4.68M 0.03% 514
2021
Q2 		$49.1M Buy
812,877
+195,166
+32% +$12.2M 0.03% 567
2021
Q1 		$36.8M Buy
617,711
+64,077
+12% +$3.55M 0.02% 755
2020
Q4 		$30.7M Buy
553,634
+33,251
+6% +$1.82M 0.02% 788
2020
Q3 		$26.4M Sell
520,383
-224,842
-30% -$12.6M 0.02% 753
2020
Q2 		$44.2M Sell
745,225
-26,623
-3% -$1.58M 0.03% 469
2020
Q1 		$42.5M Buy
771,848
+79,906
+12% +$5.25M 0.04% 407
2019
Q4 		$45M Buy
691,942
+22,386
+3% +$1.43M 0.03% 504
2019
Q3 		$44.6M Buy
669,556
+95,627
+17% +$6.05M 0.04% 476
2019
Q2 		$34.5M Sell
573,929
-29,030
-5% -$1.7M 0.03% 610
2019
Q1 		$35M Buy
602,959
+30,624
+5% +$1.74M 0.03% 576
2018
Q4 		$32.5M Buy
572,335
+51,684
+10% +$2.98M 0.03% 517
2018
Q3 		$28.6M Sell
520,651
-7,092
-1% -$401K 0.03% 672
2018
Q2 		$29.6M Buy
+527,743
New +$28.3M 0.03% 605

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return