TimeScale Financial’s Evergy EVRG Stock Holding History

TimeScale Financial’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 Q2	$9.62K	Buy	165 +2	+1%	+$121	﹤0.01%	366
2023 Q1	$9.96K	Buy	163 +3	+2%	+$182	﹤0.01%	350
2022 Q4	$9.48K	Buy	160 +1	+0.6%	+$60	﹤0.01%	302
2022 Q3	$9K	Buy	159 +1	+0.6%	+$67	﹤0.01%	306
2022 Q2	$10K	Buy	158 +1	+0.6%	+$68	﹤0.01%	284
2022 Q1	$11K	Buy	157 +2	+1%	+$129	﹤0.01%	291
2021 Q4	$11K	Buy	155 +1	+0.6%	+$65	﹤0.01%	301
2021 Q3	$10K	Buy	154 +1	+0.7%	+$66	﹤0.01%	312
2021 Q2	$9K	Buy	153 +1	+0.7%	+$63	﹤0.01%	327
2021 Q1	$9K	Buy	152 +2	+1%	+$111	﹤0.01%	334
2020 Q4	$8K	Buy	150 +1	+0.7%	+$55	﹤0.01%	307
2020 Q3	$8K	Buy	149 +2	+1%	+$112	﹤0.01%	312
2020 Q2	$9K	Buy	147 +1	+0.7%	+$59	﹤0.01%	300
2020 Q1	$8K	Hold	146	–	–	﹤0.01%	293
2019 Q4	$9K	Hold	146	–	–	﹤0.01%	370
2019 Q3	$10K	Hold	146	–	–	﹤0.01%	343
2019 Q2	$9K	Buy	+146	New	+$8.54K	﹤0.01%	367

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

TimeScale Financial's EVRG Position: Q2 2023 in Review

TimeScale Financial increased its Evergy (EVRG) stake by 1.2% in Q2 2023, buying an estimated $121 and bringing the position to 165 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

TimeScale Financial first reported a position in EVRG in Q2 2019 and has held it in 17 quarters since. The position peaked at $11K in Q1 2022. 662 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

TimeScale Financial held 165 shares of Evergy worth $9.62K as of Q2 2023.
TimeScale Financial bought 2 Evergy shares in Q2 2023, an estimated $121.
Evergy made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #366 holding.
TimeScale Financial first reported a position in Evergy in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Evergy position peaked at $11K in Q1 2022.
662 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.