SWM
EVRG icon

Selective Wealth Management’s Evergy EVRG Stock Holding History

Selective Wealth Management’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 		– Sell
-1,364
Closed -$81K – 295
2022
Q3 		$81K Hold
1,364
– – 0.03% 234
2022
Q2 		$89K Buy
1,364
+422
+45% +$28.6K 0.03% 236
2022
Q1 		$64K Buy
942
+716
+317% +$46.2K 0.02% 265
2021
Q4 		$16K Hold
226
– – 0.01% 436
2021
Q3 		$14K Hold
226
– – 0.01% 397
2021
Q2 		$14K Hold
226
– – 0.01% 306
2021
Q1 		$13K Hold
226
– – 0.01% 226
2020
Q4 		$13K Hold
226
– – 0.01% 216
2020
Q3 		$11K Hold
226
– – 0.01% 197
2020
Q2 		$13K Buy
+226
New +$13.4K 0.01% 217

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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