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Wipfli Financial Advisors’s Evergy EVRG Stock Holding History

Wipfli Financial Advisors’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
Q3 		$223K Buy
+3,762
New +$253K 0.02% 413

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 $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $40.6B AUM 25.18% 1-Year Est. Return

Wipfli Financial Advisors's EVRG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Evergy (EVRG) in Q3 2022: 3,762 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings.

650 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Wipfli Financial Advisors held 3,762 shares of Evergy worth $223K as of Q3 2022.
  • Evergy was a new Wipfli Financial Advisors position in Q3 2022.
  • Evergy made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #413 holding.
  • 650 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.