Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,633
Closed -$733K 1726
2025
Q1
$733K Buy
+10,633
New +$696K 0.04% 620
2024
Q4
Sell
-25,745
Closed -$1.6M 1898
2024
Q3
$1.6M Buy
25,745
+2,533
+11% +$147K 0.07% 565
2024
Q2
$1.23M Buy
23,212
+1,212
+6% +$64.5K 0.06% 667
2024
Q1
$1.17M Buy
22,000
+12,000
+120% +$613K 0.07% 581
2023
Q4
$522K Sell
10,000
-6,995
-41% -$352K 0.03% 940
2023
Q3
$862K Buy
+16,995
New +$965K 0.04% 709
2023
Q2
Sell
-5,780
Closed -$353K 1734
2023
Q1
$353K Buy
+5,780
New +$352K 0.02% 979
2022
Q3
Sell
-4,230
Closed -$276K 1605
2022
Q2
$276K Sell
4,230
-13,443
-76% -$912K 0.02% 1165
2022
Q1
$1.21M Buy
+17,673
New +$1.14M 0.07% 635
2021
Q4
Sell
-6,239
Closed -$387K 1318
2021
Q3
$387K Buy
+6,239
New +$409K 0.03% 714
2021
Q2
Sell
-11,620
Closed -$692K 1453
2021
Q1
$692K Buy
11,620
+374
+3% +$20.7K 0.1% 455
2020
Q4
$624K Sell
11,246
-9,124
-45% -$501K 0.08% 387
2020
Q3
$1.03M Buy
+20,370
New +$1.14M 0.17% 193
2019
Q4
Sell
-7,758
Closed -$516K 847
2019
Q3
$516K Buy
+7,758
New +$491K 0.11% 321

Other funds holding EVRG