Hennion & Walsh 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 | $1.39M | Buy |
20,147
+3,428
| +21% | +$236K | 0.06% | 409 |
|
|
2025
Q1 | $1.15M | Buy |
16,719
+6,027
| +56% | +$416K | 0.05% | 442 |
|
|
2024
Q4 | $658K | Buy |
10,692
+2,004
| +23% | +$123K | 0.03% | 566 |
|
|
2024
Q3 | $539K | Buy |
8,688
+950
| +12% | +$58.9K | 0.03% | 596 |
|
|
2024
Q2 | $410K | Sell |
7,738
-5,380
| -41% | -$285K | 0.02% | 648 |
|
|
2024
Q1 | $700K | Sell |
13,118
-167
| -1% | -$8.91K | 0.04% | 495 |
|
|
2023
Q4 | $693K | Buy |
13,285
+198
| +2% | +$10.3K | 0.04% | 487 |
|
|
2023
Q3 | $664K | Buy |
13,087
+2,874
| +28% | +$146K | 0.04% | 450 |
|
|
2023
Q2 | $597K | Buy |
10,213
+1,533
| +18% | +$89.6K | 0.04% | 467 |
|
|
2023
Q1 | $531K | Buy |
8,680
+2,239
| +35% | +$137K | 0.03% | 496 |
|
|
2022
Q4 | $405K | Sell |
6,441
-162
| -2% | -$10.2K | 0.03% | 545 |
|
|
2022
Q3 | $392K | Sell |
6,603
-141
| -2% | -$8.37K | 0.03% | 537 |
|
|
2022
Q2 | $440K | Buy |
6,744
+1,441
| +27% | +$94K | 0.03% | 518 |
|
|
2022
Q1 | $362K | Buy |
+5,303
| New | +$362K | 0.02% | 596 |
|