Vigilant Capital Management’s Evergy EVRG Stock Holding History

Vigilant Capital 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 Q3	–	Sell	-350	Closed	-$23K	–	588
2022 Q2	$23K	Sell	350 -350	-50%	-$23.7K	﹤0.01%	352
2022 Q1	$48K	Hold	700	–	–	﹤0.01%	300
2021 Q4	$48K	Sell	700 -74	-10%	-$4.81K	﹤0.01%	322
2021 Q3	$48K	Buy	774 +74	+11%	+$4.85K	﹤0.01%	270
2021 Q2	$42K	Hold	700	–	–	﹤0.01%	286
2021 Q1	$42K	Hold	700	–	–	﹤0.01%	252
2020 Q4	$39K	Hold	700	–	–	﹤0.01%	244
2020 Q3	$36K	Hold	700	–	–	﹤0.01%	241
2020 Q2	$42K	Hold	700	–	–	0.01%	218
2020 Q1	$39K	Hold	700	–	–	0.01%	217
2019 Q4	$46K	Hold	700	–	–	0.01%	301
2019 Q3	$47K	Hold	700	–	–	0.01%	256
2019 Q2	$42K	Hold	700	–	–	0.01%	268
2019 Q1	$41K	Hold	700	–	–	0.01%	268
2018 Q4	$40K	Sell	700 -300	-30%	-$17.3K	0.01%	269
2018 Q3	$55K	Hold	1,000	–	–	0.01%	265
2018 Q2	$56K	Buy	+1,000	New	+$53.6K	0.01%	249

Other funds holding EVRG

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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