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TCWP’s Evergy EVRG Stock Holding History

TCWP’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
Q2 		– Sell
-38
Closed -$2K – 738
2022
Q1 		$2K Buy
+38
New +$2.45K ﹤0.01% 1308

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $45.7B AUM 34.08% 1-Year Est. Return

TCWP's EVRG Position: Q2 2022 in Review

TCWP sold out of Evergy (EVRG) in Q2 2022, closing a stake of 38 shares — an estimated $2K sold.

TCWP first reported a position in EVRG in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • TCWP reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 38 Evergy shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in Evergy in Q1 2022 and held it in 1 quarter.
  • TCWP's Evergy position peaked at $2K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.