Golden State Equity Partners’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
$669K Buy
8,161
+4,005
+96% +$316K 0.05% 374
2025
Q4
$301K Sell
4,156
-216
-5% -$16.4K 0.05% 392
2025
Q3
$332K Sell
4,372
-112
-2% -$7.98K 0.06% 339
2025
Q2
$309K Sell
4,484
-108
-2% -$7.26K 0.06% 334
2025
Q1
$317K Buy
4,592
+642
+16% +$42K 0.06% 325
2024
Q4
$243K Buy
+3,950
New +$244K 0.05% 373
2024
Q3
Sell
-3,950
Closed -$209K 841
2024
Q2
$209K Buy
+3,950
New +$210K 0.04% 377
2023
Q4
$211K Buy
4,050
+39
+1% +$1.96K 0.05% 335
2023
Q3
$203K Buy
4,011
+12
+0.3% +$681 0.06% 312
2023
Q2
$234K Buy
+3,999
New +$242K 0.07% 316

Other funds holding EVRG