ZIG
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Zullo Investment Group’s Evergy EVRG Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-600
Closed -$37.8K – 320
2022
Q4 		$37.8K Hold
600
– – 0.02% 316
2022
Q3 		$36K Hold
600
– – 0.02% 316
2022
Q2 		$39K Hold
600
– – 0.02% 307
2022
Q1 		$41K Hold
600
– – 0.02% 327
2021
Q4 		$41K Buy
+600
New +$39K 0.02% 330

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Zullo Investment Group's EVRG Position: Q1 2023 in Review

Zullo Investment Group sold out of Evergy (EVRG) in Q1 2023, closing a stake of 600 shares — an estimated $37.8K sold.

Zullo Investment Group first reported a position in EVRG in Q4 2021 and held it in 5 quarters. The position peaked at $41K in Q1 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Zullo Investment Group reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 600 Evergy shares in Q1 2023, an estimated $37.8K.
  • Zullo Investment Group first reported a position in Evergy in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Evergy position peaked at $41K in Q1 2022.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.