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Evergy shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evergy by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3k 100 53.38
2023-12-31 $5.2k 100 52.20

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Evergy

Vanguard Group
Franklin Resources
T. Rowe Price Associates
Point72 Asset Management
Federated Investors
Bank of New York Mellon
Mitsubishi UFJ Trust & Banking Corp
Legal & General Group
Manning & Napier Group
Millennium Management
Two Sigma Investments
Bank Of Montreal
Citadel Advisors
Balyasny Asset Management
Thompson, Siegel, & Walmsley

View all funds holding Evergy