Ownership history in ADVOCATE GROUP LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in EVERGY INC (EVRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ADVOCATE GROUP LLC underperformed the S&P 500 by β10.7% annually on this EVRG position. Timing score: 57% (8/14 decisions correct). Average cost basis: $54.77. Maximum drawdown during holding period: β18.3%.
β Significantly underperformed the S&P 500 by 10.7% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $47.57 (2023 Q4) Β· Worst: $74.69 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 2 trims. Bought during 3 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.66% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size