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EVRG icon

Townsend & Associates’s Evergy EVRG Stock Holding History

Townsend & Associates’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
Q3 		– Sell
-4,925
Closed -$320K – 97
2022
Q2 		$320K Hold
4,925
– – 0.15% 65
2022
Q1 		$350K Buy
4,925
+43
+0.9% +$2.77K 0.16% 65
2021
Q4 		$321K Buy
4,882
+41
+0.8% +$2.67K 0.18% 65
2021
Q3 		$300K Buy
4,841
+40
+0.8% +$2.62K 0.15% 65
2021
Q2 		$297K Buy
4,801
+39
+0.8% +$2.44K 0.17% 63
2021
Q1 		$283K Buy
4,762
+43
+0.9% +$2.38K 0.18% 64
2020
Q4 		$262K Buy
4,719
+46
+1% +$2.52K 0.19% 63
2020
Q3 		$247K Buy
4,673
+45
+1% +$2.52K 0.19% 62
2020
Q2 		$274K Buy
4,628
+39
+0.8% +$2.31K 0.23% 66
2020
Q1 		$262K Buy
4,589
+41
+0.9% +$2.69K 0.27% 66
2019
Q4 		$289K Buy
4,548
+36
+0.8% +$2.3K 0.25% 68
2019
Q3 		$293K Buy
4,512
+32
+0.7% +$2.02K 0.28% 67
2019
Q2 		$275K Buy
4,480
+35
+0.8% +$2.05K 0.21% 70
2019
Q1 		$258K Buy
4,445
+37
+0.8% +$2.11K 0.26% 69
2018
Q4 		$250K Buy
4,408
+36
+0.8% +$2.08K 0.29% 69
2018
Q3 		$240K Buy
4,372
+34
+0.8% +$1.92K 0.24% 69
2018
Q2 		$244K Buy
+4,338
New +$232K 0.27% 69

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
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 $40.6B AUM 25.18% 1-Year Est. Return