Penn Series Mid Core Value Fund EVRG Holdings History
Penn Series Mid Core Value Fund's Evergy Inc Holding Summary
As of 2025-03-31, Penn Series Mid Core Value Fund held 17,659.00 shares of Evergy Inc(EVRG), totaling $1.22 Mil. This investment constitutes 1.66% of their stock portfolio, and Penn Series Mid Core Value Fund now holds 0.01% of the outstanding Evergy Inc(EVRG) stock.
The initial trade took place in 2020Q2. And since then Penn Series Mid Core Value Fund has made 10 purchases of EVRG, at an average price of $58.50, for a total of 27,954.00 shares. In addition, there have been 7 sales at an average price of $62.62 for 10,295.00 shares. Based on historical transaction data and EVRG's current price of $70.18, Penn Series Mid Core Value Fund's estimated gain on his EVRG holdings is $248,734.32, reflecting a 15.21% gain to date.
Penn Series Mid Core Value Fund EVRG ($70.18) Holding Chart
Penn Series Mid Core Value Fund EVRG ($70.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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