Charles Schwab’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151M | Buy |
2,186,998
+12,951
| +0.6% | +$893K | 0.03% | 496 |
|
|
2025
Q1 | $150M | Buy |
2,174,047
+13,555
| +0.6% | +$935K | 0.03% | 470 |
|
|
2024
Q4 | $133M | Buy |
2,160,492
+25,481
| +1% | +$1.57M | 0.02% | 523 |
|
|
2024
Q3 | $132M | Buy |
2,135,011
+634,735
| +42% | +$39.4M | 0.03% | 523 |
|
|
2024
Q2 | $79.5M | Buy |
1,500,276
+38,635
| +3% | +$2.05M | 0.02% | 749 |
|
|
2024
Q1 | $78M | Buy |
1,461,641
+48,407
| +3% | +$2.58M | 0.02% | 734 |
|
|
2023
Q4 | $73.8M | Buy |
1,413,234
+46,002
| +3% | +$2.4M | 0.02% | 716 |
|
|
2023
Q3 | $69.3M | Buy |
1,367,232
+15,960
| +1% | +$809K | 0.02% | 692 |
|
|
2023
Q2 | $78.9M | Buy |
1,351,272
+5,480
| +0.4% | +$320K | 0.02% | 611 |
|
|
2023
Q1 | $82.3M | Buy |
1,345,792
+2,440
| +0.2% | +$149K | 0.03% | 575 |
|
|
2022
Q4 | $84.5M | Buy |
1,343,352
+32,752
| +2% | +$2.06M | 0.03% | 544 |
|
|
2022
Q3 | $77.9M | Buy |
1,310,600
+26,574
| +2% | +$1.58M | 0.03% | 530 |
|
|
2022
Q2 | $83.8M | Sell |
1,284,026
-7,051
| -0.5% | -$460K | 0.03% | 521 |
|
|
2022
Q1 | $88.2M | Buy |
1,291,077
+45,647
| +4% | +$3.12M | 0.03% | 567 |
|
|
2021
Q4 | $85.4M | Buy |
1,245,430
+51,740
| +4% | +$3.55M | 0.03% | 600 |
|
|
2021
Q3 | $74.2M | Buy |
1,193,690
+21,355
| +2% | +$1.33M | 0.02% | 641 |
|
|
2021
Q2 | $70.8M | Buy |
1,172,335
+68,322
| +6% | +$4.13M | 0.02% | 654 |
|
|
2021
Q1 | $65.7M | Buy |
1,104,013
+45,448
| +4% | +$2.71M | 0.02% | 668 |
|
|
2020
Q4 | $58.8M | Buy |
1,058,565
+23,068
| +2% | +$1.28M | 0.02% | 689 |
|
|
2020
Q3 | $52.6M | Sell |
1,035,497
-25,991
| -2% | -$1.32M | 0.02% | 641 |
|
|
2020
Q2 | $62.9M | Buy |
1,061,488
+78,163
| +8% | +$4.63M | 0.03% | 527 |
|
|
2020
Q1 | $54.1M | Buy |
983,325
+49,347
| +5% | +$2.72M | 0.03% | 492 |
|
|
2019
Q4 | $60.8M | Sell |
933,978
-16,566
| -2% | -$1.08M | 0.03% | 521 |
|
|
2019
Q3 | $63.3M | Sell |
950,544
-29,674
| -3% | -$1.98M | 0.04% | 466 |
|
|
2019
Q2 | $59M | Sell |
980,218
-18,474
| -2% | -$1.11M | 0.04% | 495 |
|
|
2019
Q1 | $58M | Sell |
998,692
-105,186
| -10% | -$6.11M | 0.04% | 475 |
|
|
2018
Q4 | $62.7M | Buy |
1,103,878
+4,183
| +0.4% | +$237K | 0.05% | 365 |
|
|
2018
Q3 | $60.4M | Sell |
1,099,695
-377,814
| -26% | -$20.7M | 0.04% | 440 |
|
|
2018
Q2 | $83M | Buy |
+1,477,509
| New | +$83M | 0.06% | 308 |
|