Private Capital Group’s Evergy EVRG Stock Holding History

Private Capital Group’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
2022 Q2	$38K	Sell	576 -294	-34%	-$19.9K	0.03%	577
2022 Q1	$60K	Buy	870 +182	+26%	+$11.7K	0.01%	577
2021 Q4	$47K	Buy	688 +418	+155%	+$27.2K	0.01%	712
2021 Q3	$17K	Hold	270	–	–	﹤0.01%	1143
2021 Q2	$16K	Hold	270	–	–	﹤0.01%	1177
2021 Q1	$16K	Hold	270	–	–	﹤0.01%	1153
2020 Q4	$15K	Hold	270	–	–	﹤0.01%	1289
2020 Q3	$14K	Hold	270	–	–	﹤0.01%	1212
2020 Q2	$16K	Hold	270	–	–	﹤0.01%	1176
2020 Q1	$15K	Hold	270	–	–	﹤0.01%	1136
2019 Q4	$17K	Hold	270	–	–	﹤0.01%	1161
2019 Q3	$18K	Hold	270	–	–	﹤0.01%	1229
2019 Q2	$15K	Hold	270	–	–	﹤0.01%	1201
2019 Q1	$16K	Hold	270	–	–	﹤0.01%	1296
2018 Q4	$15K	Hold	270	–	–	﹤0.01%	1215
2018 Q3	$14K	Hold	270	–	–	﹤0.01%	1306
2018 Q2	$15K	Buy	+270	New	+$14.5K	﹤0.01%	1234

Other funds holding EVRG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Private Capital Group's EVRG Position: Q2 2022 in Review

Private Capital Group reduced its Evergy (EVRG) stake by 34% in Q2 2022, selling an estimated $19.9K and leaving 576 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #577.

Private Capital Group first reported a position in EVRG in Q2 2018 and has held it in 17 quarters since. The position peaked at $60K in Q1 2022. 639 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

Private Capital Group held 576 shares of Evergy worth $38K as of Q2 2022.
Private Capital Group sold 294 Evergy shares in Q2 2022, an estimated $19.9K.
Evergy made up 0.03% of Private Capital Group's portfolio in Q2 2022, its #577 holding.
Private Capital Group first reported a position in Evergy in Q2 2018 and has held it in 17 quarters since.
Private Capital Group's Evergy position peaked at $60K in Q1 2022.
639 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.