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Siena Capital’s Evergy EVRG Stock Holding History

Siena Capital’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
Q3 		$0 Hold
8
– – ﹤0.01% 192
2022
Q2 		$1K Hold
8
– – ﹤0.01% 204
2022
Q1 		$1K Buy
+8
New +$516 ﹤0.01% 273

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Siena Capital's EVRG Position: Q3 2022 in Review

Siena Capital held its Evergy (EVRG) position steady in Q3 2022 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Siena Capital first reported a position in EVRG in Q1 2022 and has held it in 3 quarters since. The position peaked at $1K in Q2 2022. 650 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Siena Capital held 8 shares of Evergy worth $0 as of Q3 2022.
  • Siena Capital left its Evergy share count unchanged in Q3 2022.
  • Evergy made up ﹤0.01% of Siena Capital's portfolio in Q3 2022, its #192 holding.
  • Siena Capital first reported a position in Evergy in Q1 2022 and has held it in 3 quarters since.
  • Siena Capital's Evergy position peaked at $1K in Q2 2022.
  • 650 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.