Bedel Financial Consulting’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252K | Hold |
3,076
| – | – | 0.03% | 251 |
|
|
2025
Q4 | $223K | Hold |
3,076
| – | – | 0.02% | 264 |
|
|
2025
Q3 | $234K | Buy |
3,076
+30
| +1% | +$2.14K | 0.03% | 251 |
|
|
2025
Q2 | $210K | Hold |
3,046
| – | – | 0.03% | 263 |
|
|
2025
Q1 | $211K | Sell |
3,046
-75
| -2% | -$4.91K | 0.03% | 249 |
|
|
2024
Q4 | $203K | Buy |
+3,121
| New | +$193K | 0.03% | 260 |
|
|
2023
Q1 | – | Sell |
-3,180
| Closed | -$200K | – | 231 |
|
|
2022
Q4 | $200K | Sell |
3,180
-160
| -5% | -$9.61K | 0.05% | 221 |
|
|
2022
Q3 | $205K | Sell |
3,340
-631
| -16% | -$42.5K | 0.05% | 202 |
|
|
2022
Q2 | $259K | Sell |
3,971
-226
| -5% | -$15.3K | 0.08% | 162 |
|
|
2022
Q1 | $287K | Sell |
4,197
-955
| -19% | -$61.6K | 0.09% | 149 |
|
|
2021
Q4 | $354K | Buy |
5,152
+2,512
| +95% | +$163K | 0.11% | 129 |
|
|
2021
Q3 | $164K | Hold |
2,640
| – | – | 0.06% | 206 |
|
|
2021
Q2 | $160K | Buy |
2,640
+2,480
| +1,550% | +$155K | 0.06% | 205 |
|
|
2021
Q1 | $10K | Buy |
160
+1
| +0.6% | +$55 | ﹤0.01% | 635 |
|
|
2020
Q4 | $9K | Hold |
159
| – | – | ﹤0.01% | 563 |
|
|
2020
Q3 | $8K | Hold |
159
| – | – | ﹤0.01% | 537 |
|
|
2020
Q2 | $9K | Hold |
159
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $9K | Hold |
159
| – | – | 0.01% | 488 |
|
|
2019
Q4 | $10K | Hold |
159
| – | – | 0.01% | 504 |
|
|
2019
Q3 | $11K | Hold |
159
| – | – | 0.01% | 467 |
|
|
2019
Q2 | $10K | Hold |
159
| – | – | 0.01% | 490 |
|
|
2019
Q1 | $9K | Hold |
159
| – | – | 0.01% | 498 |
|
|
2018
Q4 | $9K | Hold |
159
| – | – | 0.01% | 470 |
|
|
2018
Q3 | $8K | Hold |
159
| – | – | 0.01% | 504 |
|
|
2018
Q2 | $9K | Buy |
+159
| New | +$8.52K | 0.01% | 486 |
|
Other funds holding EVRG
VCM
VPM
