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	$12M	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

PFS Investments's EVRG Position: Q2 2023 in Review

PFS Investments increased its Evergy (EVRG) stake by 5.4% in Q2 2023, buying an estimated $1.59M and bringing the position to 517,887 shares worth $30.3M. The position accounts for 0.49% of the portfolio, ranked #59.

PFS Investments first reported a position in EVRG in Q3 2020 and has held it in 12 quarters since. The position peaked at $31.1M in Q1 2023. 661 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

PFS Investments held 517,887 shares of Evergy worth $30.3M as of Q2 2023.
PFS Investments bought 26,331 Evergy shares in Q2 2023, an estimated $1.59M.
Evergy made up 0.49% of PFS Investments's portfolio in Q2 2023, its #59 holding.
PFS Investments first reported a position in Evergy in Q3 2020 and has held it in 12 quarters since.
PFS Investments's Evergy position peaked at $31.1M in Q1 2023.
661 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.