Evergy shares owned by Optimal Asset Management
Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Optimal Asset Management
from 13F filings
Historical chart of Optimal Asset Management investment in Evergy
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All positions including Evergy held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Evergy by Optimal Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $2.0M | 32k | 62.20 |
| 2021-06-30 | $1.9M | 32k | 60.44 |
| 2021-03-31 | $1.9M | 32k | 59.52 |
| 2020-12-31 | $1.6M | 28k | 55.51 |
| 2020-09-30 | $1.4M | 28k | 50.82 |
| 2020-06-30 | $1.9M | 33k | 59.30 |
| 2020-03-31 | $4.4M | 80k | 55.05 |
| 2019-12-31 | $2.9M | 45k | 65.10 |