Unique Wealth Strategies »

Evergy shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by Unique Wealth Strategies 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 Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $939k 18k 53.38

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

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