Romano Brothers & Co’s Evergy EVRG Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-51	Closed	-$3.21K	–	503
2022 Q4	$3.21K	Buy	+51	New	+$3.06K	﹤0.01%	887

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

MAM

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

Romano Brothers & Co's EVRG Position: Q1 2023 in Review

Romano Brothers & Co sold out of Evergy (EVRG) in Q1 2023, closing a stake of 51 shares — an estimated $3.21K sold.

Romano Brothers & Co first reported a position in EVRG in Q4 2022 and held it in 1 quarter. The position peaked at $3.21K in Q4 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

Romano Brothers & Co reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 51 Evergy shares in Q1 2023, an estimated $3.21K.
Romano Brothers & Co first reported a position in Evergy in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Evergy position peaked at $3.21K in Q4 2022.
652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.