Advisors Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
33,832
+1,228
| +4% | +$84.6K | 0.04% | 532 |
|
|
2025
Q1 | $2.25M | Buy |
32,604
+6,951
| +27% | +$479K | 0.04% | 525 |
|
|
2024
Q4 | $1.58M | Buy |
25,653
+2,471
| +11% | +$152K | 0.03% | 612 |
|
|
2024
Q3 | $1.44M | Buy |
23,182
+1,327
| +6% | +$82.3K | 0.03% | 646 |
|
|
2024
Q2 | $1.16M | Buy |
21,855
+348
| +2% | +$18.4K | 0.02% | 685 |
|
|
2024
Q1 | $1.15M | Sell |
21,507
-961
| -4% | -$51.3K | 0.02% | 705 |
|
|
2023
Q4 | $1.17M | Sell |
22,468
-681
| -3% | -$35.5K | 0.02% | 681 |
|
|
2023
Q3 | $1.17M | Sell |
23,149
-57
| -0.2% | -$2.89K | 0.03% | 678 |
|
|
2023
Q2 | $1.36M | Buy |
23,206
+1,470
| +7% | +$85.9K | 0.03% | 643 |
|
|
2023
Q1 | $1.33M | Buy |
21,736
+3,645
| +20% | +$223K | 0.03% | 657 |
|
|
2022
Q4 | $1.14M | Buy |
18,091
+4,925
| +37% | +$310K | 0.02% | 700 |
|
|
2022
Q3 | $782K | Buy |
13,166
+1,787
| +16% | +$106K | 0.02% | 804 |
|
|
2022
Q2 | $742K | Buy |
11,379
+3,626
| +47% | +$236K | 0.01% | 833 |
|
|
2022
Q1 | $530K | Buy |
7,753
+265
| +4% | +$18.1K | 0.01% | 989 |
|
|
2021
Q4 | $514K | Buy |
7,488
+1,512
| +25% | +$104K | 0.01% | 993 |
|
|
2021
Q3 | $372K | Buy |
5,976
+1,418
| +31% | +$88.3K | 0.01% | 1090 |
|
|
2021
Q2 | $275K | Sell |
4,558
-14,930
| -77% | -$901K | ﹤0.01% | 1151 |
|
|
2021
Q1 | $1.16M | Sell |
19,488
-12,605
| -39% | -$750K | 0.02% | 779 |
|
|
2020
Q4 | $1.78M | Sell |
32,093
-9,520
| -23% | -$528K | 0.03% | 601 |
|
|
2020
Q3 | $2.12M | Sell |
41,613
-507
| -1% | -$25.8K | 0.04% | 449 |
|
|
2020
Q2 | $2.5M | Buy |
42,120
+3,641
| +9% | +$216K | 0.05% | 385 |
|
|
2020
Q1 | $2.12M | Buy |
38,479
+19,480
| +103% | +$1.07M | 0.05% | 374 |
|
|
2019
Q4 | $1.24M | Buy |
18,999
+10,632
| +127% | +$692K | 0.02% | 690 |
|
|
2019
Q3 | $557K | Buy |
+8,367
| New | +$557K | 0.01% | 943 |
|
|
2019
Q1 | – | Sell |
-3,797
| Closed | -$216K | – | 1826 |
|
|
2018
Q4 | $216K | Sell |
3,797
-1,925
| -34% | -$110K | ﹤0.01% | 1186 |
|
|
2018
Q3 | $314K | Sell |
5,722
-7,671
| -57% | -$421K | 0.01% | 1153 |
|
|
2018
Q2 | $752K | Buy |
+13,393
| New | +$752K | 0.01% | 930 |
|