CBIZ Investment Advisory Services’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.72K Buy
83
+31
+60% +$2.14K ﹤0.01% 418
2025
Q1
$3.59K Hold
52
﹤0.01% 426
2024
Q4
$3.2K Hold
52
﹤0.01% 346
2024
Q3
$3.22K Buy
+52
New +$3.22K ﹤0.01% 321