Sutton Wealth Advisors’s Evergy EVRG Stock Holding History

Sutton Wealth Advisors’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	$4.46K	Buy	88 +3	+4%	+$170	﹤0.01%	607
2023 Q2	$4.97K	Hold	85	–	–	﹤0.01%	569
2023 Q1	$5.2K	Sell	85 -103	-55%	-$6.26K	﹤0.01%	516
2022 Q4	$11.8K	Sell	188 -28	-13%	-$1.68K	﹤0.01%	884
2022 Q3	$12.8K	Buy	216 +38	+21%	+$2.56K	0.01%	816
2022 Q2	$11.6K	Hold	178	–	–	﹤0.01%	853
2022 Q1	$12.2K	Buy	178 +17	+11%	+$1.1K	﹤0.01%	883
2021 Q4	$11K	Hold	161	–	–	﹤0.01%	902
2021 Q3	$10K	Hold	161	–	–	﹤0.01%	911
2021 Q2	$9.73K	Hold	161	–	–	﹤0.01%	919
2021 Q1	$9.58K	Hold	161	–	–	﹤0.01%	891
2020 Q4	$8.94K	Buy	161 +24	+18%	+$1.32K	﹤0.01%	846
2020 Q3	$6.96K	Sell	137 -24	-15%	-$1.34K	﹤0.01%	828
2020 Q2	$9.55K	Sell	161 -56	-26%	-$3.32K	0.01%	718
2020 Q1	$11.9K	Buy	217 +51	+31%	+$3.35K	0.01%	611
2019 Q4	$10.8K	Hold	166	–	–	0.01%	798
2019 Q3	$11K	Hold	166	–	–	0.01%	765
2019 Q2	$9.98K	Buy	166 +13	+8%	+$761	0.01%	770
2019 Q1	$8.88K	Buy	153 +23	+18%	+$1.31K	0.01%	811
2018 Q4	$7.38K	Buy	130 +24	+23%	+$1.39K	﹤0.01%	812
2018 Q3	$5.82K	Buy	+106	New	+$6K	﹤0.01%	879

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's EVRG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Evergy (EVRG) stake by 3.5% in Q3 2023, buying an estimated $170 and bringing the position to 88 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Sutton Wealth Advisors first reported a position in EVRG in Q3 2018 and has held it in 21 quarters since. The position peaked at $12.8K in Q3 2022. 663 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

Sutton Wealth Advisors held 88 shares of Evergy worth $4.46K as of Q3 2023.
Sutton Wealth Advisors bought 3 Evergy shares in Q3 2023, an estimated $170.
Evergy made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #607 holding.
Sutton Wealth Advisors first reported a position in Evergy in Q3 2018 and has held it in 21 quarters since.
Sutton Wealth Advisors's Evergy position peaked at $12.8K in Q3 2022.
663 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.