QS Investors’s Evergy EVRG Stock Holding History

QS Investors’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
2021 Q2	$7.47M	Buy	123,658 +112,803	+1,039%	+$7.06M	0.09%	166
2021 Q1	$647K	Hold	10,855	–	–	0.01%	682
2020 Q4	$603K	Sell	10,855 -201,606	-95%	-$11.1M	0.01%	695
2020 Q3	$10.8M	Sell	212,461 -3,423	-2%	-$191K	0.14%	122
2020 Q2	$12.8M	Sell	215,884 -35,232	-14%	-$2.09M	0.18%	100
2020 Q1	$13.8M	Buy	251,116 +24,544	+11%	+$1.61M	0.22%	76
2019 Q4	$14.4M	Buy	226,572 +22,924	+11%	+$1.46M	0.14%	105
2019 Q3	$13.6M	Buy	203,648 +18,836	+10%	+$1.19M	0.15%	103
2019 Q2	$11.1M	Buy	184,812 +160,577	+663%	+$9.39M	0.12%	114
2019 Q1	$1.41M	Buy	24,235 +9,125	+60%	+$519K	0.02%	722
2018 Q4	$858K	Sell	15,110 -12,237	-45%	-$706K	0.01%	805
2018 Q3	$1.5M	Sell	27,347 -70,722	-72%	-$4M	0.01%	702
2018 Q2	$5.51M	Buy	+98,069	New	+$5.25M	0.05%	255

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

QS Investors's EVRG Position: Q2 2021 in Review

QS Investors increased its Evergy (EVRG) stake by 1,039% in Q2 2021, buying an estimated $7.06M and bringing the position to 123,658 shares worth $7.47M. The position accounts for 0.09% of the portfolio, ranked #166.

QS Investors first reported a position in EVRG in Q2 2018 and has held it in 13 quarters since. The position peaked at $14.4M in Q4 2019. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

QS Investors held 123,658 shares of Evergy worth $7.47M as of Q2 2021.
QS Investors bought 112,803 Evergy shares in Q2 2021, an estimated $7.06M.
Evergy made up 0.09% of QS Investors's portfolio in Q2 2021, its #166 holding.
QS Investors first reported a position in Evergy in Q2 2018 and has held it in 13 quarters since.
QS Investors's Evergy position peaked at $14.4M in Q4 2019.
580 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.