WI
EVRG icon

WrapManager Inc’s Evergy EVRG Stock Holding History

WrapManager Inc’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
-3,448
Closed -$211K – 283
2023
Q1 		$211K Buy
3,448
+248
+8% +$15.1K 0.06% 258
2022
Q4 		$201K Buy
+3,200
New +$192K 0.06% 260
2022
Q3 		– Sell
-3,428
Closed -$224K – 271
2022
Q2 		$224K Sell
3,428
-2
-0.1% -$136 0.07% 260
2022
Q1 		$234K Buy
3,430
+177
+5% +$11.4K 0.06% 274
2021
Q4 		$223K Buy
+3,253
New +$211K 0.06% 285

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

WrapManager Inc's EVRG Position: Q2 2023 in Review

WrapManager Inc sold out of Evergy (EVRG) in Q2 2023, closing a stake of 3,448 shares — an estimated $211K sold.

WrapManager Inc first reported a position in EVRG in Q4 2021 and held it in 5 quarters. The position peaked at $234K in Q1 2022. 661 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • WrapManager Inc reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • WrapManager Inc sold 3,448 Evergy shares in Q2 2023, an estimated $211K.
  • WrapManager Inc first reported a position in Evergy in Q4 2021 and held it in 5 quarters.
  • WrapManager Inc's Evergy position peaked at $234K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on WrapManager Inc's 13F filing for Q2 2023, filed 8 Aug 2023.