EWA
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EP Wealth Advisors’s Evergy EVRG Stock Holding History

EP Wealth Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$651K Buy
9,444
+1,750
+23% +$121K ﹤0.01% 680
2025
Q1 		$531K Buy
7,694
+4,128
+116% +$285K ﹤0.01% 685
2024
Q4 		$219K Buy
3,566
+315
+10% +$19.4K ﹤0.01% 1027
2024
Q3 		$202K Buy
+3,251
New +$202K ﹤0.01% 1041