PSUF
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People's United Financial’s Evergy EVRG Stock Holding History

People's United Financial’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 		$230K Sell
3,369
-1,316
-28% -$84.9K 0.01% 580
2021
Q4 		$321K Sell
4,685
-1,154
-20% -$75K 0.01% 555
2021
Q3 		$363K Buy
5,839
+640
+12% +$42K 0.01% 579
2021
Q2 		$314K Sell
5,199
-195
-4% -$12.2K 0.01% 598
2021
Q1 		$321K Sell
5,394
-1,438
-21% -$79.6K 0.01% 580
2020
Q4 		$379K Sell
6,832
-767
-10% -$42.1K 0.01% 514
2020
Q3 		$386K Sell
7,599
-404
-5% -$22.6K 0.01% 477
2020
Q2 		$475K Sell
8,003
-197
-2% -$11.7K 0.01% 430
2020
Q1 		$451K Sell
8,200
-1,551
-16% -$102K 0.02% 396
2019
Q4 		$635K Buy
9,751
+761
+8% +$48.5K 0.02% 445
2019
Q3 		$598K Sell
8,990
-2,896
-24% -$183K 0.02% 475
2019
Q2 		$715K Sell
11,886
-768
-6% -$44.9K 0.02% 457
2019
Q1 		$735K Sell
12,654
-115
-0.9% -$6.54K 0.02% 447
2018
Q4 		$725K Sell
12,769
-43
-0.3% -$2.48K 0.03% 424
2018
Q3 		$704K Sell
12,812
-63
-0.5% -$3.56K 0.02% 432
2018
Q2 		$723K Buy
+12,875
New +$690K 0.02% 506

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

People's United Financial's EVRG Position: Q1 2022 in Review

People's United Financial reduced its Evergy (EVRG) stake by 28% in Q1 2022, selling an estimated $84.9K and leaving 3,369 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #580.

People's United Financial first reported a position in EVRG in Q2 2018 and has held it in 16 quarters since. The position peaked at $735K in Q1 2019. 641 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • People's United Financial held 3,369 shares of Evergy worth $230K as of Q1 2022.
  • People's United Financial sold 1,316 Evergy shares in Q1 2022, an estimated $84.9K.
  • Evergy made up 0.01% of People's United Financial's portfolio in Q1 2022, its #580 holding.
  • People's United Financial first reported a position in Evergy in Q2 2018 and has held it in 16 quarters since.
  • People's United Financial's Evergy position peaked at $735K in Q1 2019.
  • 641 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.