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Steward Financial Group’s Evergy EVRG Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+13
New +$738 ﹤0.01% 1390
2023
Q2 		– Sell
-92
Closed -$5K – 636
2023
Q1 		$5K Buy
92
+37
+67% +$2.25K ﹤0.01% 312
2022
Q4 		$3K Buy
+55
New +$3.3K ﹤0.01% 261
2022
Q3 		– Sell
-45
Closed -$2K – 488
2022
Q2 		$2K Buy
+45
New +$3.05K ﹤0.01% 545

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's EVRG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Evergy (EVRG) in Q3 2023: 13 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EVRG as recently as Q1 2023.

Steward Financial Group first reported a position in EVRG in Q2 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Steward Financial Group held 13 shares of Evergy worth $0 as of Q3 2023.
  • Evergy was a new Steward Financial Group position in Q3 2023.
  • Evergy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1390 holding.
  • Steward Financial Group first reported a position in Evergy in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Evergy position peaked at $5K in Q1 2023.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.