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PFG Private Wealth Management’s Evergy EVRG Stock Holding History

PFG Private Wealth Management’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
2023
Q1 		– Sell
-56
Closed -$4K – 317
2022
Q4 		$4K Hold
56
– – ﹤0.01% 235
2022
Q3 		$3K Hold
56
– – ﹤0.01% 256
2022
Q2 		$4K Hold
56
– – ﹤0.01% 233
2022
Q1 		$4K Hold
56
– – ﹤0.01% 232
2021
Q4 		$4K Hold
56
– – ﹤0.01% 235
2021
Q3 		$3K Buy
+56
New +$3.67K ﹤0.01% 241

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

PFG Private Wealth Management's EVRG Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Evergy (EVRG) in Q1 2023, closing a stake of 56 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in EVRG in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 56 Evergy shares in Q1 2023, an estimated $4K.
  • PFG Private Wealth Management first reported a position in Evergy in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's Evergy position peaked at $4K in Q4 2022.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.