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WealthBridge Capital Management’s Evergy EVRG Stock Holding History

WealthBridge 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
Q2 		– Sell
-2,923
Closed -$200K – 205
2022
Q1 		$200K Buy
+2,923
New +$189K 0.07% 181
2019
Q2 		– Sell
-248
Closed -$14K – 337
2019
Q1 		$14K Hold
248
– – 0.01% 501
2018
Q4 		$14K Buy
+248
New +$14.3K 0.01% 464

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

WealthBridge Capital Management's EVRG Position: Q2 2022 in Review

WealthBridge Capital Management sold out of Evergy (EVRG) in Q2 2022, closing a stake of 2,923 shares — an estimated $200K sold.

WealthBridge Capital Management first reported a position in EVRG in Q4 2018 and held it in 3 quarters. The position peaked at $200K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • WealthBridge Capital Management reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,923 Evergy shares in Q2 2022, an estimated $200K.
  • WealthBridge Capital Management first reported a position in Evergy in Q4 2018 and held it in 3 quarters.
  • WealthBridge Capital Management's Evergy position peaked at $200K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on WealthBridge Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.