PCA
EVRG icon

Personal Capital Advisors’s Evergy EVRG Stock Holding History

Personal Capital Advisors’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
Q4 		$52.5M Buy
833,829
+25,670
+3% +$1.54M 0.25% 93
2022
Q3 		$48M Buy
808,159
+16,295
+2% +$1.1M 0.26% 88
2022
Q2 		$51.7M Buy
791,864
+15,814
+2% +$1.07M 0.27% 85
2022
Q1 		$53M Buy
776,050
+32,696
+4% +$2.11M 0.25% 96
2021
Q4 		$51.1M Buy
743,354
+25,946
+4% +$1.69M 0.24% 101
2021
Q3 		$44.6M Buy
717,408
+32,353
+5% +$2.12M 0.22% 101
2021
Q2 		$41.4M Buy
685,055
+48,365
+8% +$3.03M 0.22% 106
2021
Q1 		$37.9M Buy
636,690
+60,327
+10% +$3.34M 0.22% 108
2020
Q4 		$32M Buy
576,363
+54,548
+10% +$2.99M 0.2% 107
2020
Q3 		$26.5M Sell
521,815
-3,336
-0.6% -$187K 0.2% 102
2020
Q2 		$31.1M Buy
525,151
+7,744
+1% +$459K 0.26% 92
2020
Q1 		$28.5M Buy
517,407
+4,662
+0.9% +$306K 0.28% 83
2019
Q4 		$33.4M Buy
512,745
+22,119
+5% +$1.41M 0.28% 89
2019
Q3 		$32.7M Buy
490,626
+14,924
+3% +$944K 0.31% 85
2019
Q2 		$28.6M Buy
475,702
+24,832
+6% +$1.45M 0.29% 89
2019
Q1 		$26.2M Buy
450,870
+24,277
+6% +$1.38M 0.29% 87
2018
Q4 		$24.2M Buy
426,593
+15,813
+4% +$913K 0.32% 79
2018
Q3 		$22.6M Buy
410,780
+21,840
+6% +$1.24M 0.29% 92
2018
Q2 		$21.8M Buy
+388,940
New +$20.8M 0.31% 86

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return