Chevy Chase Trust’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.39M Buy
121,690
+1,078
+0.9% +$74.3K 0.02% 434
2025
Q1
$8.32M Sell
120,612
-70
-0.1% -$4.83K 0.03% 434
2024
Q4
$7.43M Sell
120,682
-2,611
-2% -$161K 0.02% 463
2024
Q3
$7.65M Sell
123,293
-2,225
-2% -$138K 0.02% 459
2024
Q2
$6.65M Sell
125,518
-1,921
-2% -$102K 0.02% 464
2024
Q1
$6.8M Sell
127,439
-1,135
-0.9% -$60.6K 0.02% 469
2023
Q4
$6.71M Sell
128,574
-793
-0.6% -$41.4K 0.02% 465
2023
Q3
$6.56M Sell
129,367
-3,012
-2% -$153K 0.03% 448
2023
Q2
$7.73M Sell
132,379
-1,259
-0.9% -$73.6K 0.03% 429
2023
Q1
$8.17M Buy
133,638
+1,319
+1% +$80.6K 0.03% 420
2022
Q4
$8.33M Sell
132,319
-8,131
-6% -$512K 0.04% 410
2022
Q3
$8.34M Buy
140,450
+1,565
+1% +$93K 0.04% 400
2022
Q2
$9.06M Buy
138,885
+721
+0.5% +$47K 0.04% 388
2022
Q1
$9.44M Buy
138,164
+346
+0.3% +$23.6K 0.03% 425
2021
Q4
$9.46M Sell
137,818
-3,290
-2% -$226K 0.03% 434
2021
Q3
$8.78M Sell
141,108
-6,328
-4% -$394K 0.03% 432
2021
Q2
$8.91M Sell
147,436
-5,199
-3% -$314K 0.03% 440
2021
Q1
$9.09M Sell
152,635
-10,972
-7% -$653K 0.03% 436
2020
Q4
$9.08M Sell
163,607
-5,301
-3% -$294K 0.03% 427
2020
Q3
$8.58M Sell
168,908
-14,302
-8% -$727K 0.03% 403
2020
Q2
$10.9M Sell
183,210
-11,475
-6% -$680K 0.04% 353
2020
Q1
$10.7M Buy
194,685
+3,532
+2% +$194K 0.05% 326
2019
Q4
$12.4M Sell
191,153
-6,193
-3% -$403K 0.05% 359
2019
Q3
$13.1M Sell
197,346
-7,126
-3% -$474K 0.05% 336
2019
Q2
$12.3M Sell
204,472
-8,581
-4% -$516K 0.05% 358
2019
Q1
$12.3M Sell
213,053
-4,415
-2% -$255K 0.05% 356
2018
Q4
$12.3M Sell
217,468
-6,250
-3% -$355K 0.06% 312
2018
Q3
$12.3M Sell
223,718
-5,126
-2% -$282K 0.05% 364
2018
Q2
$12.9M Buy
+228,844
New +$12.9M 0.06% 346