Capital Analysts LLC’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 | $15K | Buy |
184
+14
| +8% | +$1.11K | ﹤0.01% | 1177 |
|
|
2025
Q4 | $12K | Hold |
170
| – | – | ﹤0.01% | 1208 |
|
|
2025
Q3 | $12K | Buy |
170
+2
| +1% | +$143 | ﹤0.01% | 1166 |
|
|
2025
Q2 | $11K | Buy |
168
+2
| +1% | +$134 | ﹤0.01% | 1123 |
|
|
2025
Q1 | $11K | Buy |
166
+148
| +822% | +$9.69K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $1K | Sell |
18
-69
| -79% | -$4.27K | ﹤0.01% | 1251 |
|
|
2024
Q3 | $5K | Hold |
87
| – | – | ﹤0.01% | 1117 |
|
|
2024
Q2 | $5K | Buy |
87
+13
| +18% | +$692 | ﹤0.01% | 1041 |
|
|
2024
Q1 | $4K | Buy |
74
+1
| +1% | +$51 | ﹤0.01% | 994 |
|
|
2023
Q4 | $4K | Sell |
73
-87
| -54% | -$4.38K | ﹤0.01% | 973 |
|
|
2023
Q3 | $8K | Buy |
160
+87
| +119% | +$4.94K | ﹤0.01% | 908 |
|
|
2023
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 902 |
|
|
2023
Q1 | $4K | Sell |
73
-129
| -64% | -$7.85K | ﹤0.01% | 877 |
|
|
2022
Q4 | $13K | Buy |
202
+99
| +96% | +$5.95K | ﹤0.01% | 820 |
|
|
2022
Q3 | $6K | Buy |
103
+31
| +43% | +$2.09K | ﹤0.01% | 864 |
|
|
2022
Q2 | $5K | Sell |
72
-1
| -1% | -$68 | ﹤0.01% | 862 |
|
|
2022
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 882 |
|
|
2021
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 853 |
|
|
2021
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 832 |
|
|
2021
Q1 | $4K | Sell |
73
-47,286
| -100% | -$2.62M | ﹤0.01% | 889 |
|
|
2020
Q4 | $2.63M | Buy |
47,359
+1,677
| +4% | +$92K | 0.23% | 84 |
|
|
2020
Q3 | $2.32M | Sell |
45,682
-712
| -2% | -$39.8K | 0.22% | 91 |
|
|
2020
Q2 | $2.75M | Sell |
46,394
-436
| -0.9% | -$25.8K | 0.29% | 81 |
|
|
2020
Q1 | $2.58M | Sell |
46,830
-2,654
| -5% | -$174K | 0.32% | 70 |
|
|
2019
Q4 | $3.22M | Sell |
49,484
-512
| -1% | -$32.7K | 0.32% | 73 |
|
|
2019
Q3 | $3.33M | Sell |
49,996
-36
| -0.1% | -$2.28K | 0.35% | 69 |
|
|
2019
Q2 | $3.01M | Sell |
50,032
-905
| -2% | -$52.9K | 0.33% | 72 |
|
|
2019
Q1 | $2.96M | Sell |
50,937
-1,682
| -3% | -$95.7K | 0.34% | 71 |
|
|
2018
Q4 | $2.99M | Sell |
52,619
-2,185
| -4% | -$126K | 0.39% | 60 |
|
|
2018
Q3 | $3.01M | Sell |
54,804
-1,038
| -2% | -$58.7K | 0.34% | 72 |
|
|
2018
Q2 | $3.14M | Buy |
+55,842
| New | +$2.99M | 0.37% | 68 |
|
Other funds holding EVRG
VCM
VPM
