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Retirement Planning Company of New England’s Evergy EVRG Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-85
Closed -$5K – 430
2021
Q4 		$5K Buy
+85
New +$5.53K ﹤0.01% 750

Other funds holding EVRG

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Retirement Planning Company of New England's EVRG Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Evergy (EVRG) in Q1 2022, closing a stake of 85 shares — an estimated $5K sold.

Retirement Planning Company of New England first reported a position in EVRG in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 641 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 85 Evergy shares in Q1 2022, an estimated $5K.
  • Retirement Planning Company of New England first reported a position in Evergy in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Evergy position peaked at $5K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.