Walter & Keenan Wealth Management’s Evergy EVRG Stock Holding History

Walter & Keenan Wealth 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
2023 Q1	–	Sell	-3,250	Closed	-$205K	–	147
2022 Q4	$205K	Buy	+3,250	New	+$195K	0.08%	141
2022 Q3	–	Sell	-3,250	Closed	-$212K	–	139
2022 Q2	$212K	Sell	3,250 -250	-7%	-$17K	0.08%	136
2022 Q1	$239K	Hold	3,500	–	–	0.08%	137
2021 Q4	$240K	Hold	3,500	–	–	0.08%	139
2021 Q3	$218K	Hold	3,500	–	–	0.07%	145
2021 Q2	$212K	Hold	3,500	–	–	0.07%	139
2021 Q1	$208K	Buy	+3,500	New	+$194K	0.07%	140

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Walter & Keenan Wealth Management's EVRG Position: Q1 2023 in Review

Walter & Keenan Wealth Management sold out of Evergy (EVRG) in Q1 2023, closing a stake of 3,250 shares — an estimated $205K sold.

Walter & Keenan Wealth Management first reported a position in EVRG in Q1 2021 and held it in 7 quarters. The position peaked at $240K in Q4 2021. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

Walter & Keenan Wealth Management reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
Walter & Keenan Wealth Management sold 3,250 Evergy shares in Q1 2023, an estimated $205K.
Walter & Keenan Wealth Management first reported a position in Evergy in Q1 2021 and held it in 7 quarters.
Walter & Keenan Wealth Management's Evergy position peaked at $240K in Q4 2021.
652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.