DIM
DC Investments Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Hold |
27,863
| – | – | 0.8% | 27 |
|
|
2025
Q1 | $1.92M | Sell |
27,863
-13,759
| -33% | -$949K | 0.99% | 32 |
|
|
2024
Q4 | $2.56M | Buy |
41,622
+12,130
| +41% | +$747K | 1.67% | 16 |
|
|
2024
Q3 | $1.83M | Hold |
29,492
| – | – | 1.28% | 17 |
|
|
2024
Q2 | $1.56M | Hold |
29,492
| – | – | 1.32% | 17 |
|
|
2024
Q1 | $1.57M | Buy |
+29,492
| New | +$1.57M | 1.28% | 14 |
|
|
2020
Q3 | – | Sell |
-6,108
| Closed | -$362K | – | 143 |
|
|
2020
Q2 | $362K | Hold |
6,108
| – | – | 0.13% | 119 |
|
|
2020
Q1 | $336K | Buy |
6,108
+1,078
| +21% | +$59.3K | 0.27% | 148 |
|
|
2019
Q4 | $327K | Buy |
+5,030
| New | +$327K | 0.25% | 185 |
|
|
2019
Q2 | – | Sell |
-11,185
| Closed | -$649K | – | 343 |
|
|
2019
Q1 | $649K | Hold |
11,185
| – | – | 0.41% | 73 |
|
|
2018
Q4 | $635K | Sell |
11,185
-4,054
| -27% | -$230K | 0.52% | 36 |
|
|
2018
Q3 | $837K | Sell |
15,239
-5,080
| -25% | -$279K | 0.57% | 16 |
|
|
2018
Q2 | $1.14M | Buy |
+20,319
| New | +$1.14M | 0.73% | 3 |
|