Capital Asset Advisory Services »

Evergy shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evergy by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2023-06-30 $215k 3.6k 60.16
2023-03-31 $244k 4.0k 61.13
2022-12-31 $266k 4.0k 66.36
2022-09-30 $367k 6.2k 59.35
2022-06-30 $505k 7.7k 65.26
2022-03-31 $470k 6.9k 68.37
2021-12-31 $447k 6.5k 68.65
2020-12-31 $43k 769 55.92

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Gold Tr Ishares New (IAU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Capital Asset Advisory Services

Top funds holding Evergy

Vanguard Group
BlackRock
State Street Corporation
FMR
Invesco
Geode Capital Management
Franklin Resources
Federated Investors
Nuveen
Bank of New York Mellon
American Century Companies
Jpmorgan Chase & Co
Northern Trust
Bluescape Energy Partners
Magellan Asset Management

View all funds holding Evergy