WQ
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Wealth Quarterback’s Evergy EVRG Stock Holding History

Wealth Quarterback’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
Q3 		$1K Buy
498
+490
+6,125% +$32.1K ﹤0.01% 776
2021
Q2 		$0 Buy
+8
New +$500 ﹤0.01% 849
2020
Q2 		– Sell
-8
Closed -$440 – 309
2020
Q1 		$440 Hold
8
– – ﹤0.01% 898
2019
Q4 		$521 Buy
+8
New +$510 ﹤0.01% 908

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Quarterback's EVRG Position: Q3 2021 in Review

Wealth Quarterback increased its Evergy (EVRG) stake by 6,125% in Q3 2021, buying an estimated $32.1K and bringing the position to 498 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Wealth Quarterback first reported a position in EVRG in Q4 2019 and has held it in 4 quarters since. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

  • Wealth Quarterback held 498 shares of Evergy worth $1K as of Q3 2021.
  • Wealth Quarterback bought 490 Evergy shares in Q3 2021, an estimated $32.1K.
  • Evergy made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #776 holding.
  • Wealth Quarterback first reported a position in Evergy in Q4 2019 and has held it in 4 quarters since.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.