D.A. Davidson & Co’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 | $377K | Buy |
4,599
+581
| +14% | +$45.9K | ﹤0.01% | 1272 |
|
|
2025
Q4 | $291K | Buy |
4,018
+14
| +0.3% | +$1.06K | ﹤0.01% | 1324 |
|
|
2025
Q3 | $304K | Buy |
4,004
+269
| +7% | +$19.2K | ﹤0.01% | 1296 |
|
|
2025
Q2 | $258K | Sell |
3,735
-67
| -2% | -$4.5K | ﹤0.01% | 1267 |
|
|
2025
Q1 | $262K | Buy |
3,802
+4
| +0.1% | +$262 | ﹤0.01% | 1228 |
|
|
2024
Q4 | $234K | Buy |
3,798
+3
| +0.1% | +$186 | ﹤0.01% | 1283 |
|
|
2024
Q3 | $235K | Sell |
3,795
-231
| -6% | -$13.4K | ﹤0.01% | 1254 |
|
|
2024
Q2 | $213K | Sell |
4,026
-126
| -3% | -$6.7K | ﹤0.01% | 1266 |
|
|
2024
Q1 | $222K | Sell |
4,152
-67
| -2% | -$3.42K | ﹤0.01% | 1271 |
|
|
2023
Q4 | $220K | Buy |
4,219
+128
| +3% | +$6.44K | ﹤0.01% | 1220 |
|
|
2023
Q3 | $207K | Buy |
4,091
+3
| +0.1% | +$170 | ﹤0.01% | 1218 |
|
|
2023
Q2 | $239K | Buy |
4,088
+3
| +0.1% | +$181 | ﹤0.01% | 1180 |
|
|
2023
Q1 | $250K | Buy |
4,085
+39
| +1% | +$2.37K | ﹤0.01% | 1146 |
|
|
2022
Q4 | $255K | Sell |
4,046
-71
| -2% | -$4.26K | ﹤0.01% | 1116 |
|
|
2022
Q3 | $245K | Buy |
4,117
+62
| +2% | +$4.17K | ﹤0.01% | 1084 |
|
|
2022
Q2 | $265K | Buy |
4,055
+15
| +0.4% | +$1.02K | ﹤0.01% | 1063 |
|
|
2022
Q1 | $276K | Buy |
4,040
+71
| +2% | +$4.58K | ﹤0.01% | 1103 |
|
|
2021
Q4 | $272K | Buy |
3,969
+132
| +3% | +$8.58K | ﹤0.01% | 1080 |
|
|
2021
Q3 | $239K | Sell |
3,837
-2,010
| -34% | -$132K | ﹤0.01% | 1092 |
|
|
2021
Q2 | $353K | Sell |
5,847
-343
| -6% | -$21.5K | ﹤0.01% | 932 |
|
|
2021
Q1 | $369K | Buy |
6,190
+1,516
| +32% | +$83.9K | ﹤0.01% | 890 |
|
|
2020
Q4 | $259K | Sell |
4,674
-598
| -11% | -$32.8K | ﹤0.01% | 899 |
|
|
2020
Q3 | $268K | Buy |
5,272
+393
| +8% | +$22K | ﹤0.01% | 798 |
|
|
2020
Q2 | $289K | Sell |
4,879
-1,978
| -29% | -$117K | 0.01% | 761 |
|
|
2020
Q1 | $377K | Sell |
6,857
-727
| -10% | -$47.8K | 0.01% | 659 |
|
|
2019
Q4 | $494K | Buy |
7,584
+1,145
| +18% | +$73K | 0.01% | 684 |
|
|
2019
Q3 | $429K | Buy |
6,439
+160
| +3% | +$10.1K | 0.01% | 698 |
|
|
2019
Q2 | $378K | Buy |
6,279
+1,574
| +33% | +$92.1K | 0.01% | 714 |
|
|
2019
Q1 | $272K | Buy |
4,705
+3
| +0.1% | +$171 | ﹤0.01% | 924 |
|
|
2018
Q4 | $267K | Buy |
4,702
+102
| +2% | +$5.89K | 0.01% | 859 |
|
|
2018
Q3 | $253K | Sell |
4,600
-87
| -2% | -$4.92K | ﹤0.01% | 974 |
|
|
2018
Q2 | $263K | Buy |
+4,687
| New | +$251K | 0.01% | 928 |
|
Other funds holding EVRG
VCM
VPM
