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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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 Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Vigilant Capital Management's EVRG Position: Q3 2022 in Review

Vigilant Capital Management sold out of Evergy (EVRG) in Q3 2022, closing a stake of 350 shares — an estimated $23K sold.

Vigilant Capital Management first reported a position in EVRG in Q2 2018 and held it in 17 quarters. The position peaked at $56K in Q2 2018. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

Vigilant Capital Management reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
Vigilant Capital Management sold 350 Evergy shares in Q3 2022, an estimated $23K.
Vigilant Capital Management first reported a position in Evergy in Q2 2018 and held it in 17 quarters.
Vigilant Capital Management's Evergy position peaked at $56K in Q2 2018.
649 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Vigilant Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.