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Evergy shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evergy by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $61k 976 62.01
2024-06-30 $52k 976 52.97

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Leuthold Fds Core Etf (LCR)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Astrazeneca Sponsored Adr (AZN)
Alphabet Cap Stk Cl C (GOOG)
Anthem (ELV)
Wal-Mart Stores (WMT)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Evergy

Vanguard Group
State Street Corporation
BlackRock
Zimmer Partners
Geode Capital Management
Invesco
Franklin Resources
Morgan Stanley
Millennium Management
Federated Investors
American Century Companies
Bank of New York Mellon
Pathway Financial Advisers
Mitsubishi UFJ Trust & Banking Corp
Point72 Asset Management

View all funds holding Evergy