Pictet Asset Management (Switzerland)’s Evergy EVRG Stock Holding History

Pictet Asset Management (Switzerland)’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	$125M	Sell	2,146,333 -88,958	-4%	-$5.37M	0.15%	175
2023 Q1	$137M	Sell	2,235,291 -58,126	-3%	-$3.54M	0.17%	162
2022 Q4	$144M	Sell	2,293,417 -1,351,082	-37%	-$81.1M	0.21%	148
2022 Q3	$216M	Sell	3,644,499 -7,841	-0.2%	-$528K	0.32%	88
2022 Q2	$238M	Sell	3,652,340 -120,069	-3%	-$8.14M	0.33%	83
2022 Q1	$258M	Sell	3,772,409 -92,947	-2%	-$6M	0.29%	98
2021 Q4	$265M	Sell	3,865,356 -330,406	-8%	-$21.5M	0.26%	108
2021 Q3	$261M	Buy	+4,195,762	New	+$275M	0.29%	99

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 $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Pictet Asset Management (Switzerland)'s EVRG Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Evergy (EVRG) stake by 4% in Q2 2023, selling an estimated $5.37M and leaving 2,146,333 shares worth $125M. The position accounts for 0.15% of the portfolio, ranked #175.

Pictet Asset Management (Switzerland) first reported a position in EVRG in Q3 2021 and has held it in 8 quarters since. The position peaked at $265M in Q4 2021. 663 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

Pictet Asset Management (Switzerland) held 2,146,333 shares of Evergy worth $125M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 88,958 Evergy shares in Q2 2023, an estimated $5.37M.
Evergy made up 0.15% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #175 holding.
Pictet Asset Management (Switzerland) first reported a position in Evergy in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Evergy position peaked at $265M in Q4 2021.
663 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.