Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-29,754
Closed -$2.26M 581
2025
Q3
$2.26M Buy
29,754
+5,378
+22% +$383K 0.01% 361
2025
Q2
$1.68M Sell
24,376
-4,990
-17% -$335K 0.01% 357
2025
Q1
$2.02M Sell
29,366
-130,507
-82% -$8.54M 0.01% 331
2024
Q4
$9.84M Sell
159,873
-185,482
-54% -$11.5M 0.07% 195
2024
Q3
$21.4M Buy
345,355
+252,415
+272% +$14.7M 0.12% 127
2024
Q2
$4.92M Sell
92,940
-131,539
-59% -$7M 0.03% 330
2024
Q1
$12M Sell
224,479
-117,570
-34% -$6.01M 0.08% 203
2023
Q4
$17.9M Buy
342,049
+313,212
+1,086% +$15.8M 0.14% 147
2023
Q3
$1.46M Sell
28,837
-3,973
-12% -$226K 0.01% 414
2023
Q2
$1.92M Sell
32,810
-6,195
-16% -$374K 0.01% 374
2023
Q1
$2.38M Sell
39,005
-18,922
-33% -$1.15M 0.02% 345
2022
Q4
$3.64M Buy
57,927
+21,954
+61% +$1.32M 0.04% 274
2022
Q3
$2.14M Sell
35,973
-7,210
-17% -$485K 0.04% 267
2022
Q2
$2.82M Buy
43,183
+6,803
+19% +$461K 0.03% 339
2022
Q1
$2.49M Buy
36,380
+6,452
+22% +$416K 0.03% 361
2021
Q4
$2.05M Buy
29,928
+10,677
+55% +$694K 0.02% 471
2021
Q3
$1.2M Buy
19,251
+421
+2% +$27.6K 0.02% 472
2021
Q2
$1.14M Buy
18,830
+3,804
+25% +$238K 0.02% 426
2021
Q1
$894K Sell
15,026
-20
-0.1% -$1.11K 0.02% 404
2020
Q4
$835K Buy
15,046
+10,026
+200% +$550K 0.02% 433
2020
Q3
$255K Buy
+5,020
New +$281K 0.01% 430
2020
Q2
Sell
-233,170
Closed -$12.8M 330
2020
Q1
$12.8M Buy
233,170
+217,538
+1,392% +$14.3M 0.55% 31
2019
Q4
$1.02M Buy
+15,632
New +$997K 0.03% 300
2019
Q3
Sell
-5,063
Closed -$305K 573
2019
Q2
$305K Sell
5,063
-11,962
-70% -$700K 0.01% 655
2019
Q1
$988K Buy
+17,025
New +$969K 0.02% 323
2018
Q4
Sell
-22,050
Closed -$1.21M 742
2018
Q3
$1.21M Buy
+22,050
New +$1.25M 0.02% 334

Other funds holding EVRG