Evergreen Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
9,070
+460
| +5% | +$31.7K | 0.02% | 476 |
|
|
2025
Q1 | $594K | Buy |
8,610
+973
| +13% | +$67.1K | 0.02% | 447 |
|
|
2024
Q4 | $470K | Buy |
7,637
+77
| +1% | +$4.74K | 0.02% | 535 |
|
|
2024
Q3 | $469K | Hold |
7,560
| – | – | 0.02% | 528 |
|
|
2024
Q2 | $400K | Buy |
7,560
+1,098
| +17% | +$58.2K | 0.01% | 535 |
|
|
2024
Q1 | $345K | Buy |
6,462
+1,494
| +30% | +$79.8K | 0.01% | 582 |
|
|
2023
Q4 | $259K | Buy |
+4,968
| New | +$259K | 0.01% | 661 |
|