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EVRG icon

Seeyond’s Evergy EVRG Stock Holding History

Seeyond’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
Q4 		$105K Sell
1,671
-103
-6% -$6.19K 0.01% 552
2022
Q3 		$105K Sell
1,774
-96
-5% -$6.46K 0.01% 579
2022
Q2 		$122K Sell
1,870
-22,887
-92% -$1.55M 0.01% 556
2022
Q1 		$1.69M Sell
24,757
-5,449
-18% -$352K 0.17% 202
2021
Q4 		$2.07M Hold
30,206
– – 0.19% 168
2021
Q3 		$1.88M Sell
30,206
-306
-1% -$20.1K 0.18% 172
2021
Q2 		$1.84M Buy
30,512
+137
+0.5% +$8.57K 0.17% 193
2021
Q1 		$1.81M Buy
30,375
+7,853
+35% +$435K 0.18% 184
2020
Q4 		$1.25M Sell
22,522
-41,532
-65% -$2.28M 0.13% 260
2020
Q3 		$3.25M Buy
64,054
+4,669
+8% +$261K 0.35% 46
2020
Q2 		$3.52M Sell
59,385
-21,464
-27% -$1.27M 0.4% 38
2020
Q1 		$1.71M Sell
80,849
-56,730
-41% -$3.73M 0.24% 107
2019
Q4 		$8.96M Sell
137,579
-1,303
-0.9% -$83.1K 0.94% 7
2019
Q3 		$9.24M Buy
138,882
+11,775
+9% +$745K 0.96% 5
2019
Q2 		$7.64M Sell
127,107
-17,879
-12% -$1.05M 0.79% 13
2019
Q1 		$8.42M Buy
144,986
+6,228
+4% +$354K 0.8% 9
2018
Q4 		$7.88M Buy
+138,758
New +$8.01M 1.09% 5

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
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

Seeyond's EVRG Position: Q4 2022 in Review

Seeyond reduced its Evergy (EVRG) stake by 5.8% in Q4 2022, selling an estimated $6.19K and leaving 1,671 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #552.

Seeyond first reported a position in EVRG in Q4 2018 and has held it in 17 quarters since. The position peaked at $9.24M in Q3 2019. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Seeyond held 1,671 shares of Evergy worth $105K as of Q4 2022.
  • Seeyond sold 103 Evergy shares in Q4 2022, an estimated $6.19K.
  • Evergy made up 0.01% of Seeyond's portfolio in Q4 2022, its #552 holding.
  • Seeyond first reported a position in Evergy in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's Evergy position peaked at $9.24M in Q3 2019.
  • 686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.