WRF
EVRG icon

Waddell & Reed Financial’s Evergy EVRG Stock Holding History

Waddell & Reed 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
2021
Q1 		$37.6M Sell
630,992
-27,572
-4% -$1.53M 0.08% 294
2020
Q4 		$36.6M Buy
658,564
+1,200
+0.2% +$65.8K 0.08% 271
2020
Q3 		$33.4M Buy
657,364
+112,805
+21% +$6.31M 0.08% 270
2020
Q2 		$32.3M Buy
+544,559
New +$32.3M 0.08% 256
2020
Q1 		– Sell
-527,600
Closed -$34.3M – 448
2019
Q4 		$34.3M Buy
527,600
+40,900
+8% +$2.61M 0.09% 254
2019
Q3 		$32.4M Buy
486,700
+423,400
+669% +$26.8M 0.08% 257
2019
Q2 		$3.81M Buy
+63,300
New +$3.7M 0.01% 446
2019
Q1 		– Sell
-824,939
Closed -$46.8M – 502
2018
Q4 		$46.8M Sell
824,939
-8,800
-1% -$508K 0.13% 201
2018
Q3 		$45.8M Sell
833,739
-38,200
-4% -$2.16M 0.1% 233
2018
Q2 		$49M Buy
+871,939
New +$46.7M 0.11% 201

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return