AE Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $334K | Sell |
|
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|
2024
Q2 | $1.42M | Buy |
|
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|
2024
Q1 | $405K | Sell |
|
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|
2023
Q4 | $1.87M | Buy |
|
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $2.05M | Buy |
|
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|
2022
Q4 | $2.01M | Buy |
|
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $1.91M | Sell |
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|
2022
Q1 | $2.01M | Buy |
|
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|
2021
Q4 | $1.88M | Buy |
|
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $538K | Buy |
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|
2021
Q1 | $456K | Sell |
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|
2020
Q4 | $503K | Buy |
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|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $420K | Buy |
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|
2019
Q3 | $399K | Buy |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $226K | Buy |
|