Dimensional Fund Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.3M | Buy |
1,324,224
+15,140
| +1% | +$1.04M | 0.02% | 1082 |
|
|
2025
Q1 | $90.3M | Buy |
1,309,084
+13,397
| +1% | +$924K | 0.02% | 1066 |
|
|
2024
Q4 | $79.7M | Buy |
1,295,687
+19,584
| +2% | +$1.21M | 0.02% | 1220 |
|
|
2024
Q3 | $79.1M | Buy |
1,276,103
+39,760
| +3% | +$2.47M | 0.02% | 1215 |
|
|
2024
Q2 | $65.5M | Buy |
1,236,343
+83,035
| +7% | +$4.4M | 0.02% | 1278 |
|
|
2024
Q1 | $61.6M | Buy |
1,153,308
+149,155
| +15% | +$7.96M | 0.02% | 1319 |
|
|
2023
Q4 | $52.4M | Buy |
1,004,153
+48,194
| +5% | +$2.52M | 0.02% | 1401 |
|
|
2023
Q3 | $48.5M | Buy |
955,959
+38,089
| +4% | +$1.93M | 0.02% | 1367 |
|
|
2023
Q2 | $53.6M | Buy |
917,870
+25,898
| +3% | +$1.51M | 0.02% | 1310 |
|
|
2023
Q1 | $54.5M | Sell |
891,972
-5,507
| -0.6% | -$337K | 0.02% | 1254 |
|
|
2022
Q4 | $56.5K | Buy |
897,479
+6,489
| +0.7% | +$408 | 0.02% | 1230 |
|
|
2022
Q3 | $52.9M | Buy |
890,990
+12,190
| +1% | +$724K | 0.02% | 1180 |
|
|
2022
Q2 | $57.3M | Buy |
878,800
+1,866
| +0.2% | +$122K | 0.02% | 1181 |
|
|
2022
Q1 | $59.9M | Sell |
876,934
-8,740
| -1% | -$597K | 0.02% | 1260 |
|
|
2021
Q4 | $60.8M | Sell |
885,674
-54,598
| -6% | -$3.75M | 0.02% | 1271 |
|
|
2021
Q3 | $58.5M | Sell |
940,272
-1,135
| -0.1% | -$70.6K | 0.02% | 1278 |
|
|
2021
Q2 | $56.9M | Buy |
941,407
+22,228
| +2% | +$1.34M | 0.02% | 1330 |
|
|
2021
Q1 | $54.7M | Buy |
919,179
+11,931
| +1% | +$710K | 0.02% | 1369 |
|
|
2020
Q4 | $50.4M | Buy |
907,248
+1,902
| +0.2% | +$106K | 0.02% | 1363 |
|
|
2020
Q3 | $46M | Buy |
905,346
+19,335
| +2% | +$982K | 0.02% | 1273 |
|
|
2020
Q2 | $52.5M | Sell |
886,011
-43,809
| -5% | -$2.6M | 0.02% | 1158 |
|
|
2020
Q1 | $51.2M | Sell |
929,820
-59,478
| -6% | -$3.28M | 0.03% | 1014 |
|
|
2019
Q4 | $64.4M | Sell |
989,298
-3,669
| -0.4% | -$239K | 0.02% | 1183 |
|
|
2019
Q3 | $66.1M | Sell |
992,967
-86,843
| -8% | -$5.78M | 0.03% | 1090 |
|
|
2019
Q2 | $65M | Buy |
1,079,810
+5,407
| +0.5% | +$325K | 0.03% | 1136 |
|
|
2019
Q1 | $62.4M | Sell |
1,074,403
-6,065
| -0.6% | -$352K | 0.02% | 1155 |
|
|
2018
Q4 | $61.3M | Buy |
1,080,468
+22,091
| +2% | +$1.25M | 0.03% | 1012 |
|
|
2018
Q3 | $58.1M | Sell |
1,058,377
-89,118
| -8% | -$4.89M | 0.02% | 1295 |
|
|
2018
Q2 | $64.4M | Buy |
+1,147,495
| New | +$64.4M | 0.03% | 1108 |
|