WealthPLAN Partners’s Evergy EVRG Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-1,449	Closed	-$84.7K	–	554
2023 Q2	$84.7K	Sell	1,449 -8	-0.5%	-$483	0.01%	422
2023 Q1	$89.1K	Buy	+1,457	New	+$88.6K	0.01%	452

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

MAM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's EVRG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Evergy (EVRG) in Q3 2023, closing a stake of 1,449 shares — an estimated $84.7K sold.

WealthPLAN Partners first reported a position in EVRG in Q1 2023 and held it in 2 quarters. The position peaked at $89.1K in Q1 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

WealthPLAN Partners reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,449 Evergy shares in Q3 2023, an estimated $84.7K.
WealthPLAN Partners first reported a position in Evergy in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Evergy position peaked at $89.1K in Q1 2023.
662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.