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EVRG icon

PFS Investments’s Evergy EVRG Stock Holding History

PFS Investments’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
Q2 		$30.3M Buy
517,887
+26,331
+5% +$1.59M 0.49% 59
2023
Q1 		$31.1M Buy
491,556
+269,501
+121% +$16.4M 0.54% 54
2022
Q4 		$14M Buy
222,055
+20,772
+10% +$1.25M 0.26% 89
2022
Q3 		$12K Buy
201,283
+23,516
+13% +$1.58M 0.22% 96
2022
Q2 		$11.6M Buy
177,767
+30,016
+20% +$2.04M 0.23% 113
2022
Q1 		$10.1M Buy
147,751
+20,374
+16% +$1.31M 0.19% 124
2021
Q4 		$8.74M Buy
127,377
+13,883
+12% +$903K 0.17% 136
2021
Q3 		$7.23M Sell
113,494
-49,000
-30% -$3.21M 0.15% 139
2021
Q2 		$10M Buy
162,494
+19,905
+14% +$1.25M 0.23% 113
2021
Q1 		$8.49M Buy
142,589
+17,311
+14% +$958K 0.22% 113
2020
Q4 		$6.57M Buy
125,278
+11,517
+10% +$632K 0.18% 122
2020
Q3 		$5.78M Buy
+113,761
New +$6.36M 0.19% 120

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return