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Schubert & Co’s Evergy EVRG Stock Holding History

Schubert & 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
Q2 		– Sell
-31
Closed -$1.9K – 527
2023
Q1 		$1.9K Buy
31
+5
+19% +$304 ﹤0.01% 936
2022
Q4 		$1.64K Sell
26
-24
-48% -$1.44K ﹤0.01% 975
2022
Q3 		$3K Buy
50
+15
+43% +$1.01K ﹤0.01% 596
2022
Q2 		$2K Buy
35
+17
+94% +$1.15K ﹤0.01% 756
2022
Q1 		$1K Buy
18
+2
+13% +$129 ﹤0.01% 671
2021
Q4 		$1K Buy
+16
New +$1.04K ﹤0.01% 623

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Schubert & Co's EVRG Position: Q2 2023 in Review

Schubert & Co sold out of Evergy (EVRG) in Q2 2023, closing a stake of 31 shares — an estimated $1.9K sold.

Schubert & Co first reported a position in EVRG in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 661 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • Schubert & Co reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 31 Evergy shares in Q2 2023, an estimated $1.9K.
  • Schubert & Co first reported a position in Evergy in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Evergy position peaked at $3K in Q3 2022.
  • 661 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.