Jones Financial Companies’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 | $44.5M | Buy |
550,238
+372,571
| +210% | +$29.4M | 0.02% | 379 |
|
|
2025
Q4 | $12.9M | Sell |
177,667
-2,758
| -2% | -$209K | 0.01% | 401 |
|
|
2025
Q3 | $13.4M | Buy |
180,425
+35,441
| +24% | +$2.53M | 0.01% | 360 |
|
|
2025
Q2 | $9.91M | Buy |
144,984
+11,722
| +9% | +$788K | 0.01% | 360 |
|
|
2025
Q1 | $9.05M | Buy |
133,262
+18,776
| +16% | +$1.23M | 0.01% | 332 |
|
|
2024
Q4 | $7.05M | Buy |
114,486
+42,268
| +59% | +$2.61M | 0.01% | 308 |
|
|
2024
Q3 | $4.47M | Buy |
72,218
+32,438
| +82% | +$1.89M | ﹤0.01% | 308 |
|
|
2024
Q2 | $2.11M | Buy |
39,780
+33,796
| +565% | +$1.8M | ﹤0.01% | 310 |
|
|
2024
Q1 | $319K | Buy |
5,984
+3,037
| +103% | +$155K | ﹤0.01% | 393 |
|
|
2023
Q4 | $154K | Buy |
2,947
+862
| +41% | +$43.4K | ﹤0.01% | 358 |
|
|
2023
Q3 | $106K | Buy |
2,085
+576
| +38% | +$32.7K | ﹤0.01% | 308 |
|
|
2023
Q2 | $88.2K | Sell |
1,509
-3,781
| -71% | -$228K | ﹤0.01% | 317 |
|
|
2023
Q1 | $323K | Buy |
5,290
+3,531
| +201% | +$215K | ﹤0.01% | 236 |
|
|
2022
Q4 | $111K | Sell |
1,759
-10
| -0.6% | -$601 | ﹤0.01% | 299 |
|
|
2022
Q3 | $105K | Sell |
1,769
-557
| -24% | -$37.5K | ﹤0.01% | 283 |
|
|
2022
Q2 | $152K | Sell |
2,326
-254
| -10% | -$17.2K | ﹤0.01% | 257 |
|
|
2022
Q1 | $176K | Sell |
2,580
-1,840
| -42% | -$119K | ﹤0.01% | 258 |
|
|
2021
Q4 | $303K | Buy |
4,420
+3,560
| +414% | +$231K | ﹤0.01% | 220 |
|
|
2021
Q3 | $53K | Sell |
860
-167
| -16% | -$10.9K | ﹤0.01% | 312 |
|
|
2021
Q2 | $62K | Sell |
1,027
-789
| -43% | -$49.4K | ﹤0.01% | 300 |
|
|
2021
Q1 | $108K | Buy |
1,816
+997
| +122% | +$55.2K | ﹤0.01% | 271 |
|
|
2020
Q4 | $45K | Buy |
+819
| New | +$44.9K | ﹤0.01% | 295 |
|
|
2019
Q1 | – | Sell |
-4,107
| Closed | -$233K | – | 209 |
|
|
2018
Q4 | $233K | Buy |
+4,107
| New | +$237K | ﹤0.01% | 197 |
|
|
2018
Q3 | – | Sell |
-14,427
| Closed | -$810K | – | 204 |
|
|
2018
Q2 | $810K | Buy |
+14,427
| New | +$773K | ﹤0.01% | 151 |
|
Other funds holding EVRG
VCM
VPM
