Exencial Wealth Advisors’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 | $13.1M | Sell |
160,453
-7,043
| -4% | -$557K | 0.41% | 67 |
|
|
2025
Q4 | $12.1M | Sell |
167,496
-3,850
| -2% | -$292K | 0.38% | 75 |
|
|
2025
Q3 | $13M | Sell |
171,346
-1,909
| -1% | -$136K | 0.42% | 68 |
|
|
2025
Q2 | $11.9M | Sell |
173,255
-8,243
| -5% | -$554K | 0.42% | 74 |
|
|
2025
Q1 | $12.5M | Sell |
181,498
-1,163
| -0.6% | -$76.1K | 0.46% | 66 |
|
|
2024
Q4 | $11.2M | Sell |
182,661
-5,096
| -3% | -$315K | 0.41% | 70 |
|
|
2024
Q3 | $11.6M | Sell |
187,757
-6,806
| -3% | -$396K | 0.42% | 76 |
|
|
2024
Q2 | $10.3M | Sell |
194,563
-14,892
| -7% | -$792K | 0.39% | 77 |
|
|
2024
Q1 | $11.2M | Buy |
209,455
+366
| +0.2% | +$18.7K | 0.42% | 76 |
|
|
2023
Q4 | $10.9M | Sell |
209,089
-5,003
| -2% | -$252K | 0.45% | 69 |
|
|
2023
Q3 | $10.9M | Sell |
214,092
-10,702
| -5% | -$608K | 0.53% | 60 |
|
|
2023
Q2 | $13.1M | Sell |
224,794
-186
| -0.1% | -$11.2K | 0.6% | 57 |
|
|
2023
Q1 | $13.8M | Sell |
224,980
-4,187
| -2% | -$255K | 0.71% | 45 |
|
|
2022
Q4 | $14.4M | Buy |
229,167
+199,261
| +666% | +$12M | 0.78% | 38 |
|
|
2022
Q3 | $1.78M | Sell |
29,906
-2,894
| -9% | -$195K | 0.11% | 170 |
|
|
2022
Q2 | $2.14M | Buy |
32,800
+301
| +0.9% | +$20.4K | 0.12% | 165 |
|
|
2022
Q1 | $2.22M | Buy |
32,499
+1,801
| +6% | +$116K | 0.11% | 179 |
|
|
2021
Q4 | $2.11M | Buy |
30,698
+1,097
| +4% | +$71.3K | 0.1% | 185 |
|
|
2021
Q3 | $1.84M | Sell |
29,601
-11
| -0% | -$721 | 0.08% | 156 |
|
|
2021
Q2 | $1.79M | Buy |
29,612
+1,938
| +7% | +$121K | 0.1% | 186 |
|
|
2021
Q1 | $1.65M | Sell |
27,674
-201
| -0.7% | -$11.1K | 0.1% | 184 |
|
|
2020
Q4 | $1.55M | Sell |
27,875
-31,456
| -53% | -$1.73M | 0.11% | 170 |
|
|
2020
Q3 | $3.02M | Buy |
+59,331
| New | +$3.32M | 0.16% | 152 |
|
Other funds holding EVRG
VCM
VPM
