Creative Planning’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94M | Sell |
144,206
-2,325
| -2% | -$160K | 0.01% | 515 |
|
|
2025
Q1 | $10.1M | Buy |
146,531
+10,557
| +8% | +$728K | 0.01% | 480 |
|
|
2024
Q4 | $8.37M | Buy |
135,974
+12,380
| +10% | +$762K | 0.01% | 511 |
|
|
2024
Q3 | $7.66M | Buy |
123,594
+812
| +0.7% | +$50.4K | 0.01% | 519 |
|
|
2024
Q2 | $6.5M | Buy |
122,782
+16,307
| +15% | +$864K | 0.01% | 539 |
|
|
2024
Q1 | $5.68M | Buy |
106,475
+7,685
| +8% | +$410K | 0.01% | 569 |
|
|
2023
Q4 | $5.16M | Sell |
98,790
-9,026
| -8% | -$471K | 0.01% | 557 |
|
|
2023
Q3 | $5.47M | Buy |
107,816
+21,690
| +25% | +$1.1M | 0.01% | 503 |
|
|
2023
Q2 | $5.03M | Buy |
86,126
+388
| +0.5% | +$22.7K | 0.01% | 520 |
|
|
2023
Q1 | $5.24M | Sell |
85,738
-2,702
| -3% | -$165K | 0.01% | 497 |
|
|
2022
Q4 | $5.57M | Buy |
88,440
+19,618
| +29% | +$1.23M | 0.01% | 457 |
|
|
2022
Q3 | $4.09M | Sell |
68,822
-5,818
| -8% | -$346K | 0.01% | 483 |
|
|
2022
Q2 | $4.87M | Buy |
74,640
+6,685
| +10% | +$436K | 0.01% | 456 |
|
|
2022
Q1 | $4.64M | Buy |
67,955
+28,508
| +72% | +$1.95M | 0.01% | 473 |
|
|
2021
Q4 | $2.71M | Sell |
39,447
-2,107
| -5% | -$145K | ﹤0.01% | 598 |
|
|
2021
Q3 | $2.59M | Sell |
41,554
-1,049
| -2% | -$65.3K | ﹤0.01% | 606 |
|
|
2021
Q2 | $2.58M | Sell |
42,603
-527
| -1% | -$31.9K | ﹤0.01% | 586 |
|
|
2021
Q1 | $2.57M | Buy |
43,130
+3,060
| +8% | +$182K | 0.01% | 614 |
|
|
2020
Q4 | $2.22M | Sell |
40,070
-2,578
| -6% | -$143K | ﹤0.01% | 624 |
|
|
2020
Q3 | $2.17M | Buy |
42,648
+4,228
| +11% | +$215K | 0.01% | 531 |
|
|
2020
Q2 | $2.28M | Buy |
38,420
+324
| +0.9% | +$19.2K | 0.01% | 451 |
|
|
2020
Q1 | $2.1M | Sell |
38,096
-3,051
| -7% | -$168K | 0.01% | 416 |
|
|
2019
Q4 | $2.68M | Sell |
41,147
-3,835
| -9% | -$250K | 0.01% | 423 |
|
|
2019
Q3 | $2.99M | Sell |
44,982
-2,257
| -5% | -$150K | 0.01% | 395 |
|
|
2019
Q2 | $2.84M | Buy |
47,239
+3,951
| +9% | +$238K | 0.01% | 399 |
|
|
2019
Q1 | $2.51M | Sell |
43,288
-324
| -0.7% | -$18.8K | 0.01% | 404 |
|
|
2018
Q4 | $2.48M | Buy |
43,612
+2,811
| +7% | +$160K | 0.01% | 380 |
|
|
2018
Q3 | $2.24M | Buy |
40,801
+2,683
| +7% | +$147K | 0.01% | 451 |
|
|
2018
Q2 | $2.14M | Buy |
+38,118
| New | +$2.14M | 0.01% | 451 |
|