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Frontier Wealth Management LLC

SEC CIK
0001548179
Latest filing
Aug 15, 2022

EVRG holding history

Evergy, Inc. in every 13F filed by Frontier Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVRG overviewAll 13F holders of EVRGFull Q2 2022 holdings

Shares (Q2 2022)
77,420
Value
$5.05M
% of portfolio
0.4%
Quarters held
6
Since Q1 2021
Holdings of EVRG by Frontier Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202277,420$5.05M0.4%−74−0.1%ReducedHolders
Q1 202277,494$5.53M0.1%+3,285+4.4%AddedHolders
Q4 202174,209$5.09M0.3%+6,126+9.0%AddedHolders
Q3 202168,083$4.24M0.3%+2,263+3.4%AddedHolders
Q2 202165,820$3.98M0.3%−10,696−14.0%ReducedHolders
Q1 202176,516$4.55M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.