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Tevis Investment Management’s Evergy EVRG Stock Holding History

Tevis Investment 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
-701
Closed -$42K – 112
2022
Q3 		$42K Buy
701
+89
+15% +$5.99K 0.04% 196
2022
Q2 		$40K Buy
612
+51
+9% +$3.46K 0.04% 200
2022
Q1 		$40K Buy
561
+182
+48% +$11.7K 0.04% 217
2021
Q4 		$27K Buy
+379
New +$24.6K 0.02% 297

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tevis Investment Management's EVRG Position: Q4 2022 in Review

Tevis Investment Management sold out of Evergy (EVRG) in Q4 2022, closing a stake of 701 shares — an estimated $42K sold.

Tevis Investment Management first reported a position in EVRG in Q4 2021 and held it in 4 quarters. The position peaked at $42K in Q3 2022. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Tevis Investment Management reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 701 Evergy shares in Q4 2022, an estimated $42K.
  • Tevis Investment Management first reported a position in Evergy in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Evergy position peaked at $42K in Q3 2022.
  • 684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.