Fulcrum Asset 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 | $373K | Buy |
+5,418
| New | +$373K | 0.29% | 73 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 81 |
|
|
2022
Q1 | – | Hold |
0
| – | -$88K | – | 212 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 209 |
|
|
2021
Q2 | – | Hold |
0
| – | -$268K | – | 176 |
|
|
2021
Q1 | – | Hold |
0
| – | -$1.29M | – | 162 |
|
|
2020
Q4 | – | Hold |
0
| – | -$1.04M | – | 85 |
|
|
2020
Q3 | – | Sell |
-20,414
| Closed | -$1.29M | – | 63 |
|
|
2020
Q2 | $1.29M | Buy |
+20,414
| New | +$1.29M | 0.43% | 86 |
|