Icon Advisers’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.36M	Hold	48,800	–	–	0.77%	45
2025 Q1	$3.36M	Hold	48,800	–	–	0.79%	46
2024 Q4	$3M	Buy	48,800 +3,500	+8%	+$215K	0.68%	59
2024 Q3	$2.81M	Hold	45,300	–	–	0.59%	68
2024 Q2	$2.39M	Hold	45,300	–	–	0.54%	86
2024 Q1	$2.39M	Sell	45,300 -3,100	-6%	-$163K	0.52%	81
2023 Q4	$2.53M	Sell	48,400 -11,200	-19%	-$585K	0.58%	71
2023 Q3	$3.02M	Hold	59,600	–	–	0.75%	43
2023 Q2	$3.48M	Hold	59,600	–	–	0.89%	33
2023 Q1	$3.64M	Hold	59,600	–	–	0.93%	32
2022 Q4	$3.75M	Buy	59,600 +4,200	+8%	+$264K	0.96%	34
2022 Q3	$3.29M	Sell	55,400 -1,100	-2%	-$65.3K	0.9%	36
2022 Q2	$3.69M	Hold	56,500	–	–	0.85%	43
2022 Q1	$3.86M	Hold	56,500	–	–	0.66%	55
2021 Q4	$3.88M	Hold	56,500	–	–	0.62%	60
2021 Q3	$3.51M	Hold	56,500	–	–	0.6%	62
2021 Q2	$3.41M	Buy	56,500 +15,000	+36%	+$906K	0.56%	66
2021 Q1	$2.47M	Hold	41,500	–	–	0.39%	95
2020 Q4	$2.3M	Sell	41,500 -1,800	-4%	-$99.9K	0.42%	84
2020 Q3	$2.2M	Sell	43,300 -6,700	-13%	-$341K	0.43%	88
2020 Q2	$2.96M	Hold	50,000	–	–	0.58%	53
2020 Q1	$2.75M	Hold	50,000	–	–	0.6%	53
2019 Q4	$3.25M	Hold	50,000	–	–	0.46%	71
2019 Q3	$3.33M	Sell	50,000 -6,800	-12%	-$453K	0.49%	63
2019 Q2	$3.42M	Hold	56,800	–	–	0.32%	81
2019 Q1	$3.3M	Buy	56,800 +26,100	+85%	+$1.51M	0.33%	81
2018 Q4	$1.74M	Buy	30,700 +8,500	+38%	+$483K	0.18%	130
2018 Q3	$1.22M	Sell	22,200 -6,000	-21%	-$329K	0.1%	191
2018 Q2	$1.58M	Buy	+28,200	New	+$1.58M	0.12%	159