PrairieView Partners’s Evergy EVRG Stock Holding History

PrairieView Partners’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	–	Sell	-27	Closed	-$1K	–	447
2023 Q1	$1K	Buy	+27	New	+$1.64K	﹤0.01%	394

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PrairieView Partners's EVRG Position: Q2 2023 in Review

PrairieView Partners sold out of Evergy (EVRG) in Q2 2023, closing a stake of 27 shares — an estimated $1K sold.

PrairieView Partners first reported a position in EVRG in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

PrairieView Partners reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
PrairieView Partners sold 27 Evergy shares in Q2 2023, an estimated $1K.
PrairieView Partners first reported a position in Evergy in Q1 2023 and held it in 1 quarter.
PrairieView Partners's Evergy position peaked at $1K in Q1 2023.
662 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on PrairieView Partners's 13F filing for Q2 2023, filed 4 Aug 2023.