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V Wealth Advisors’s Evergy EVRG Stock Holding History

V 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 		– Sell
-60,678
Closed -$3.54M – 190
2023
Q2 		$3.54M Buy
60,678
+16
+0% +$966 0.59% 32
2023
Q1 		$3.71M Sell
60,662
-763
-1% -$46.4K 0.69% 26
2022
Q4 		$3.87M Sell
61,425
-4,956
-7% -$298K 0.8% 23
2022
Q3 		$3.94M Buy
66,381
+1,129
+2% +$76K 0.79% 23
2022
Q2 		$4.26M Buy
65,252
+4,671
+8% +$317K 0.8% 20
2022
Q1 		$4.14M Buy
60,581
+6,119
+11% +$395K 0.66% 24
2021
Q4 		$3.74M Buy
54,462
+1,656
+3% +$108K 0.55% 32
2021
Q3 		$3.29M Sell
52,806
-2,611
-5% -$171K 0.51% 33
2021
Q2 		$3.35M Sell
55,417
-3,872
-7% -$242K 0.53% 32
2021
Q1 		$3.53M Buy
59,289
+43,015
+264% +$2.38M 0.65% 23
2020
Q4 		$903K Buy
+16,274
New +$893K 0.19% 146
2020
Q3 		– Sell
-16,653
Closed -$987K – 217
2020
Q2 		$987K Sell
16,653
-3,534
-18% -$209K 0.26% 96
2020
Q1 		$1.11M Buy
20,187
+2,238
+12% +$147K 0.35% 71
2019
Q4 		$1.19M Hold
17,949
– – 0.43% 62
2019
Q3 		$1.19M Buy
17,949
+1,282
+8% +$81.1K 0.43% 62
2019
Q2 		$1M Buy
16,667
+5,244
+46% +$307K 0.38% 74
2019
Q1 		$654K Buy
11,423
+1,949
+21% +$111K 0.26% 99
2018
Q4 		$535K Buy
9,474
+3
+0% +$173 0.27% 95
2018
Q3 		$519K Buy
9,471
+83
+0.9% +$4.7K 0.24% 106
2018
Q2 		$518K Buy
+9,388
New +$503K 0.29% 91

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

V Wealth Advisors sold out of Evergy (EVRG) in Q3 2023, closing a stake of 60,678 shares — an estimated $3.54M sold.

V Wealth Advisors first reported a position in EVRG in Q2 2018 and held it in 20 quarters. The position peaked at $4.26M in Q2 2022. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • V Wealth Advisors reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 60,678 Evergy shares in Q3 2023, an estimated $3.54M.
  • V Wealth Advisors first reported a position in Evergy in Q2 2018 and held it in 20 quarters.
  • V Wealth Advisors's Evergy position peaked at $4.26M in Q2 2022.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.