Guggenheim Capital’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
228,420
-2,247
| -1% | -$155K | 0.13% | 164 |
|
|
2025
Q1 | $15.9M | Buy |
230,667
+24,312
| +12% | +$1.68M | 0.15% | 141 |
|
|
2024
Q4 | $12.7M | Sell |
206,355
-231,526
| -53% | -$14.3M | 0.1% | 195 |
|
|
2024
Q3 | $27.2M | Sell |
437,881
-23,363
| -5% | -$1.45M | 0.19% | 97 |
|
|
2024
Q2 | $24.4M | Sell |
461,244
-17,572
| -4% | -$931K | 0.17% | 104 |
|
|
2024
Q1 | $25.6M | Sell |
478,816
-12,642
| -3% | -$675K | 0.18% | 107 |
|
|
2023
Q4 | $25.7M | Buy |
491,458
+43,981
| +10% | +$2.3M | 0.19% | 102 |
|
|
2023
Q3 | $22.7M | Buy |
447,477
+154,418
| +53% | +$7.83M | 0.2% | 100 |
|
|
2023
Q2 | $17.1M | Buy |
293,059
+3,688
| +1% | +$215K | 0.13% | 151 |
|
|
2023
Q1 | $17.7M | Buy |
289,371
+11,911
| +4% | +$728K | 0.15% | 138 |
|
|
2022
Q4 | $17.5M | Buy |
277,460
+37,553
| +16% | +$2.36M | 0.15% | 151 |
|
|
2022
Q3 | $14.3M | Buy |
239,907
+54,579
| +29% | +$3.24M | 0.13% | 178 |
|
|
2022
Q2 | $12.1M | Sell |
185,328
-72,586
| -28% | -$4.74M | 0.1% | 246 |
|
|
2022
Q1 | $17.6M | Buy |
257,914
+132,271
| +105% | +$9.04M | 0.11% | 219 |
|
|
2021
Q4 | $8.62M | Buy |
125,643
+2,855
| +2% | +$196K | 0.05% | 482 |
|
|
2021
Q3 | $7.64M | Buy |
122,788
+20,214
| +20% | +$1.26M | 0.05% | 485 |
|
|
2021
Q2 | $6.2M | Sell |
102,574
-13,811
| -12% | -$835K | 0.04% | 591 |
|
|
2021
Q1 | $6.93M | Buy |
116,385
+6,629
| +6% | +$395K | 0.05% | 490 |
|
|
2020
Q4 | $6.09M | Sell |
109,756
-4,618
| -4% | -$256K | 0.04% | 499 |
|
|
2020
Q3 | $5.81M | Buy |
114,374
+15,692
| +16% | +$797K | 0.04% | 469 |
|
|
2020
Q2 | $5.85M | Buy |
98,682
+5,617
| +6% | +$333K | 0.05% | 453 |
|
|
2020
Q1 | $5.12M | Sell |
93,065
-51,795
| -36% | -$2.85M | 0.05% | 430 |
|
|
2019
Q4 | $9.43M | Buy |
144,860
+48,534
| +50% | +$3.16M | 0.07% | 337 |
|
|
2019
Q3 | $6.41M | Sell |
96,326
-4,847
| -5% | -$323K | 0.05% | 476 |
|
|
2019
Q2 | $6.09M | Sell |
101,173
-10,290
| -9% | -$619K | 0.05% | 496 |
|
|
2019
Q1 | $6.47M | Buy |
111,463
+13,863
| +14% | +$805K | 0.05% | 487 |
|
|
2018
Q4 | $5.54M | Sell |
97,600
-3,305
| -3% | -$188K | 0.05% | 507 |
|
|
2018
Q3 | $5.54M | Sell |
100,905
-2,451
| -2% | -$135K | 0.04% | 657 |
|
|
2018
Q2 | $5.81M | Buy |
+103,356
| New | +$5.81M | 0.04% | 618 |
|