IFP Advisors’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 | $212K | Sell |
2,585
-167
| -6% | -$13.2K | ﹤0.01% | 1371 |
|
|
2025
Q4 | $199K | Sell |
2,752
-1,179
| -30% | -$89.4K | ﹤0.01% | 1376 |
|
|
2025
Q3 | $299K | Sell |
3,931
-106
| -3% | -$7.55K | 0.01% | 1099 |
|
|
2025
Q2 | $320K | Buy |
4,037
+226
| +6% | +$15.2K | 0.01% | 1036 |
|
|
2025
Q1 | $263K | Sell |
3,811
-6,100
| -62% | -$399K | 0.01% | 1048 |
|
|
2024
Q4 | $610K | Buy |
9,911
+521
| +6% | +$32.2K | 0.02% | 667 |
|
|
2024
Q3 | $582K | Sell |
9,390
-428
| -4% | -$24.9K | 0.02% | 636 |
|
|
2024
Q2 | $520K | Buy |
9,818
+129
| +1% | +$6.86K | 0.02% | 641 |
|
|
2024
Q1 | $517K | Buy |
9,689
+144
| +2% | +$7.36K | 0.02% | 595 |
|
|
2023
Q4 | $498K | Sell |
9,545
-19,514
| -67% | -$982K | 0.02% | 583 |
|
|
2023
Q3 | $1.47M | Buy |
29,059
+17,908
| +161% | +$1.02M | 0.07% | 301 |
|
|
2023
Q2 | $651K | Buy |
11,151
+4,784
| +75% | +$289K | 0.03% | 559 |
|
|
2023
Q1 | $345K | Sell |
6,367
-678
| -10% | -$41.2K | 0.02% | 725 |
|
|
2022
Q4 | $387K | Buy |
7,045
+788
| +13% | +$47.3K | 0.01% | 1012 |
|
|
2022
Q3 | $346K | Sell |
6,257
-423
| -6% | -$28.5K | 0.01% | 1111 |
|
|
2022
Q2 | $369K | Hold |
6,680
| – | – | 0.01% | 977 |
|
|
2022
Q1 | $369K | Buy |
6,680
+1,001
| +18% | +$64.6K | 0.01% | 977 |
|
|
2021
Q4 | $390K | Buy |
5,679
+227
| +4% | +$14.8K | 0.01% | 683 |
|
|
2021
Q3 | $340K | Buy |
5,452
+24
| +0.4% | +$1.57K | 0.01% | 719 |
|
|
2021
Q2 | $328K | Sell |
5,428
-306
| -5% | -$19.1K | 0.01% | 686 |
|
|
2021
Q1 | $341K | Sell |
5,734
-1,728
| -23% | -$95.6K | 0.01% | 639 |
|
|
2020
Q4 | $413K | Sell |
7,462
-2,009
| -21% | -$110K | 0.02% | 561 |
|
|
2020
Q3 | $480K | Sell |
9,471
-323
| -3% | -$18.1K | 0.03% | 439 |
|
|
2020
Q2 | $578K | Sell |
9,794
-123
| -1% | -$7.29K | 0.05% | 385 |
|
|
2020
Q1 | $575K | Sell |
9,917
-253
| -2% | -$16.6K | 0.06% | 319 |
|
|
2019
Q4 | $653K | Sell |
10,170
-1,949
| -16% | -$124K | 0.05% | 373 |
|
|
2019
Q3 | $809K | Buy |
+12,119
| New | +$767K | 0.05% | 356 |
|
|
2019
Q1 | $189K | Sell |
3,266
-10,134
| -76% | -$577K | 0.03% | 488 |
|
|
2018
Q4 | $758K | Sell |
13,400
-1,380
| -9% | -$79.7K | 0.05% | 420 |
|
|
2018
Q3 | $812K | Buy |
14,780
+833
| +6% | +$47.1K | 0.03% | 497 |
|
|
2018
Q2 | $783K | Buy |
+13,947
| New | +$747K | 0.03% | 492 |
|
Other funds holding EVRG
VCM
VPM
