Chevy Chase Trust’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 | $9.3M | Sell |
113,529
-3,328
| -3% | -$263K | 0.03% | 412 |
|
|
2025
Q4 | $8.47M | Sell |
116,857
-758
| -0.6% | -$57.5K | 0.02% | 443 |
|
|
2025
Q3 | $8.94M | Sell |
117,615
-4,075
| -3% | -$290K | 0.02% | 426 |
|
|
2025
Q2 | $8.39M | Buy |
121,690
+1,078
| +0.9% | +$72.4K | 0.02% | 434 |
|
|
2025
Q1 | $8.32M | Sell |
120,612
-70
| -0.1% | -$4.58K | 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% | -$129K | 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% | -$58K | 0.02% | 469 |
|
|
2023
Q4 | $6.71M | Sell |
128,574
-793
| -0.6% | -$39.9K | 0.02% | 465 |
|
|
2023
Q3 | $6.56M | Sell |
129,367
-3,012
| -2% | -$171K | 0.03% | 448 |
|
|
2023
Q2 | $7.73M | Sell |
132,379
-1,259
| -0.9% | -$76K | 0.03% | 429 |
|
|
2023
Q1 | $8.17M | Buy |
133,638
+1,319
| +1% | +$80.2K | 0.03% | 420 |
|
|
2022
Q4 | $8.33M | Sell |
132,319
-8,131
| -6% | -$488K | 0.04% | 410 |
|
|
2022
Q3 | $8.34M | Buy |
140,450
+1,565
| +1% | +$105K | 0.04% | 400 |
|
|
2022
Q2 | $9.06M | Buy |
138,885
+721
| +0.5% | +$48.9K | 0.04% | 388 |
|
|
2022
Q1 | $9.44M | Buy |
138,164
+346
| +0.3% | +$22.3K | 0.03% | 425 |
|
|
2021
Q4 | $9.46M | Sell |
137,818
-3,290
| -2% | -$214K | 0.03% | 434 |
|
|
2021
Q3 | $8.78M | Sell |
141,108
-6,328
| -4% | -$415K | 0.03% | 432 |
|
|
2021
Q2 | $8.91M | Sell |
147,436
-5,199
| -3% | -$325K | 0.03% | 440 |
|
|
2021
Q1 | $9.09M | Sell |
152,635
-10,972
| -7% | -$607K | 0.03% | 436 |
|
|
2020
Q4 | $9.08M | Sell |
163,607
-5,301
| -3% | -$291K | 0.03% | 427 |
|
|
2020
Q3 | $8.58M | Sell |
168,908
-14,302
| -8% | -$800K | 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% | +$232K | 0.05% | 326 |
|
|
2019
Q4 | $12.4M | Sell |
191,153
-6,193
| -3% | -$395K | 0.05% | 359 |
|
|
2019
Q3 | $13.1M | Sell |
197,346
-7,126
| -3% | -$451K | 0.05% | 336 |
|
|
2019
Q2 | $12.3M | Sell |
204,472
-8,581
| -4% | -$502K | 0.05% | 358 |
|
|
2019
Q1 | $12.3M | Sell |
213,053
-4,415
| -2% | -$251K | 0.05% | 356 |
|
|
2018
Q4 | $12.3M | Sell |
217,468
-6,250
| -3% | -$361K | 0.06% | 312 |
|
|
2018
Q3 | $12.3M | Sell |
223,718
-5,126
| -2% | -$290K | 0.05% | 364 |
|
|
2018
Q2 | $12.8M | Buy |
+228,844
| New | +$12.3M | 0.06% | 346 |
|
Other funds holding EVRG
VCM
VPM
