Johnson Investment Counsel’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 | $446K | Sell |
5,442
-2,716
| -33% | -$215K | ﹤0.01% | 615 |
|
|
2025
Q4 | $591K | Hold |
8,158
| – | – | ﹤0.01% | 513 |
|
|
2025
Q3 | $620K | Sell |
8,158
-1,015
| -11% | -$72.3K | 0.01% | 530 |
|
|
2025
Q2 | $632K | Hold |
9,173
| – | – | 0.01% | 497 |
|
|
2025
Q1 | $632K | Sell |
9,173
-369
| -4% | -$24.1K | 0.01% | 484 |
|
|
2024
Q4 | $587K | Buy |
9,542
+863
| +10% | +$53.4K | 0.01% | 493 |
|
|
2024
Q3 | $538K | Sell |
8,679
-465
| -5% | -$27.1K | 0.01% | 503 |
|
|
2024
Q2 | $484K | Buy |
9,144
+309
| +3% | +$16.4K | 0.01% | 504 |
|
|
2024
Q1 | $472K | Buy |
8,835
+717
| +9% | +$36.6K | 0.01% | 517 |
|
|
2023
Q4 | $424K | Buy |
8,118
+1,649
| +25% | +$83K | 0.01% | 520 |
|
|
2023
Q3 | $328K | Buy |
6,469
+1,983
| +44% | +$113K | ﹤0.01% | 547 |
|
|
2023
Q2 | $262K | Sell |
4,486
-13
| -0.3% | -$785 | ﹤0.01% | 583 |
|
|
2023
Q1 | $275K | Buy |
4,499
+41
| +0.9% | +$2.49K | ﹤0.01% | 569 |
|
|
2022
Q4 | $281K | Sell |
4,458
-76
| -2% | -$4.56K | ﹤0.01% | 562 |
|
|
2022
Q3 | $269K | Buy |
4,534
+47
| +1% | +$3.16K | ﹤0.01% | 556 |
|
|
2022
Q2 | $293K | Sell |
4,487
-316
| -7% | -$21.4K | ﹤0.01% | 550 |
|
|
2022
Q1 | $328K | Buy |
4,803
+60
| +1% | +$3.87K | ﹤0.01% | 556 |
|
|
2021
Q4 | $325K | Sell |
4,743
-58
| -1% | -$3.77K | ﹤0.01% | 548 |
|
|
2021
Q3 | $299K | Sell |
4,801
-574
| -11% | -$37.6K | ﹤0.01% | 550 |
|
|
2021
Q2 | $325K | Buy |
5,375
+479
| +10% | +$30K | ﹤0.01% | 519 |
|
|
2021
Q1 | $291K | Sell |
4,896
-3,059
| -38% | -$169K | ﹤0.01% | 512 |
|
|
2020
Q4 | $442K | Hold |
7,955
| – | – | 0.01% | 420 |
|
|
2020
Q3 | $404K | Hold |
7,955
| – | – | 0.01% | 419 |
|
|
2020
Q2 | $472K | Sell |
7,955
-393
| -5% | -$23.3K | 0.01% | 393 |
|
|
2020
Q1 | $460K | Sell |
8,348
-940
| -10% | -$61.8K | 0.01% | 375 |
|
|
2019
Q4 | $605K | Buy |
9,288
+333
| +4% | +$21.2K | 0.01% | 387 |
|
|
2019
Q3 | $596K | Hold |
8,955
| – | – | 0.01% | 385 |
|
|
2019
Q2 | $538K | Sell |
8,955
-636
| -7% | -$37.2K | 0.01% | 412 |
|
|
2019
Q1 | $556K | Sell |
9,591
-349
| -4% | -$19.9K | 0.01% | 395 |
|
|
2018
Q4 | $564K | Sell |
9,940
-175
| -2% | -$10.1K | 0.01% | 380 |
|
|
2018
Q3 | $555K | Buy |
+10,115
| New | +$572K | 0.01% | 418 |
|
Other funds holding EVRG
VCM
VPM
