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 $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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Personal Capital Advisors's EVRG Position: Q4 2022 in Review

Personal Capital Advisors increased its Evergy (EVRG) stake by 3.2% in Q4 2022, buying an estimated $1.54M and bringing the position to 833,829 shares worth $52.5M. The position accounts for 0.25% of the portfolio, ranked #93.

Personal Capital Advisors first reported a position in EVRG in Q2 2018 and has held it in 19 quarters since. The position peaked at $53M in Q1 2022. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Personal Capital Advisors held 833,829 shares of Evergy worth $52.5M as of Q4 2022.
  • Personal Capital Advisors bought 25,670 Evergy shares in Q4 2022, an estimated $1.54M.
  • Evergy made up 0.25% of Personal Capital Advisors's portfolio in Q4 2022, its #93 holding.
  • Personal Capital Advisors first reported a position in Evergy in Q2 2018 and has held it in 19 quarters since.
  • Personal Capital Advisors's Evergy position peaked at $53M in Q1 2022.
  • 684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.