CIBC Private Wealth Group’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38M | Buy |
550,620
+73,069
| +15% | +$5.04M | 0.07% | 215 |
|
|
2025
Q1 | $30.8M | Buy |
477,551
+25,411
| +6% | +$1.64M | 0.07% | 208 |
|
|
2024
Q4 | $27.5M | Sell |
452,140
-247
| -0.1% | -$15K | 0.05% | 239 |
|
|
2024
Q3 | $28.1M | Buy |
452,387
+383
| +0.1% | +$23.8K | 0.05% | 240 |
|
|
2024
Q2 | $23.9M | Buy |
452,004
+129,370
| +40% | +$6.84M | 0.04% | 243 |
|
|
2024
Q1 | $17M | Buy |
+322,634
| New | +$17M | 0.03% | 274 |
|
|
2023
Q2 | – | Sell |
-225,668
| Closed | -$17.7M | – | 888 |
|
|
2023
Q1 | $17.7M | Buy |
+225,668
| New | +$17.7M | 0.04% | 261 |
|
|
2022
Q3 | – | Sell |
-18
| Closed | -$1K | – | 995 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1165 |
|
|
2022
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1239 |
|
|
2021
Q1 | – | Sell |
-71,547
| Closed | -$3.97M | – | 1032 |
|
|
2020
Q4 | $3.97M | Buy |
+71,547
| New | +$3.97M | 0.01% | 408 |
|