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Evergy shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evergy by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 55k 62.02
2024-06-30 $3.0M 56k 52.96
2024-03-31 $2.9M 54k 53.39
2023-12-31 $3.1M 60k 52.19
2023-09-30 $2.9M 58k 50.70

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Top funds holding Evergy

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

View all funds holding Evergy