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Reilly Financial Advisors’s Evergy EVRG Stock Holding History

Reilly Financial Advisors’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
Q4 		$1.91M Buy
27,894
+80
+0.3% +$5.2K 0.14% 99
2021
Q3 		$1.73M Sell
27,814
-418
-1% -$27.4K 0.15% 100
2021
Q2 		$1.71M Buy
28,232
+864
+3% +$54.1K 0.14% 101
2021
Q1 		$1.63M Buy
27,368
+1,331
+5% +$73.7K 0.14% 100
2020
Q4 		$1.45M Buy
26,037
+97
+0.4% +$5.32K 0.14% 102
2020
Q3 		$1.32M Buy
25,940
+752
+3% +$42K 0.14% 97
2020
Q2 		$1.49M Buy
25,188
+1,152
+5% +$68.2K 0.18% 83
2020
Q1 		$1.32M Sell
24,036
-230
-0.9% -$15.1K 0.19% 79
2019
Q4 		$1.58M Buy
24,266
+965
+4% +$61.5K 0.18% 86
2019
Q3 		$1.55M Sell
23,301
-2,633
-10% -$167K 0.19% 83
2019
Q2 		$1.56M Buy
25,934
+1,614
+7% +$94.4K 0.2% 87
2019
Q1 		$1.41M Sell
24,320
-995
-4% -$56.6K 0.18% 92
2018
Q4 		$1.44M Buy
25,315
+2,420
+11% +$140K 0.21% 88
2018
Q3 		$1.26M Sell
22,895
-605
-3% -$34.2K 0.17% 97
2018
Q2 		$1.32M Buy
+23,500
New +$1.26M 0.19% 92

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's EVRG Position: Q4 2021 in Review

Reilly Financial Advisors increased its Evergy (EVRG) stake by 0.29% in Q4 2021, buying an estimated $5.2K and bringing the position to 27,894 shares worth $1.91M. The position accounts for 0.14% of the portfolio, ranked #99.

Reilly Financial Advisors first reported a position in EVRG in Q2 2018 and has held it in 15 quarters since. 632 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

  • Reilly Financial Advisors held 27,894 shares of Evergy worth $1.91M as of Q4 2021.
  • Reilly Financial Advisors bought 80 Evergy shares in Q4 2021, an estimated $5.2K.
  • Evergy made up 0.14% of Reilly Financial Advisors's portfolio in Q4 2021, its #99 holding.
  • Reilly Financial Advisors first reported a position in Evergy in Q2 2018 and has held it in 15 quarters since.
  • 632 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.