WIM
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WealthPlan Investment Management’s Evergy EVRG Stock Holding History

WealthPlan Investment 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
Q2 		– Sell
-300
Closed -$18.3K – 399
2023
Q1 		$18.3K Buy
+300
New +$18.2K ﹤0.01% 298

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

WealthPlan Investment Management's EVRG Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Evergy (EVRG) in Q2 2023, closing a stake of 300 shares — an estimated $18.3K sold.

WealthPlan Investment Management first reported a position in EVRG in Q1 2023 and held it in 1 quarter. The position peaked at $18.3K in Q1 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 300 Evergy shares in Q2 2023, an estimated $18.3K.
  • WealthPlan Investment Management first reported a position in Evergy in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Evergy position peaked at $18.3K in Q1 2023.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.