JAM
Jupiter Asset Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-218,181
| Closed | -$15M | – | 458 |
|
|
2025
Q1 | $15M | Buy |
+218,181
| New | +$15M | 0.14% | 191 |
|
|
2023
Q4 | – | Sell |
-693,966
| Closed | -$35.2M | – | 484 |
|
|
2023
Q3 | $35.2M | Sell |
693,966
-96,272
| -12% | -$4.88M | 0.39% | 79 |
|
|
2023
Q2 | $46.2M | Buy |
790,238
+174,763
| +28% | +$10.2M | 0.5% | 49 |
|
|
2023
Q1 | $37.6M | Buy |
615,475
+166,950
| +37% | +$10.2M | 0.52% | 49 |
|
|
2022
Q4 | $28.2M | Buy |
448,525
+388,645
| +649% | +$24.5M | 0.41% | 71 |
|
|
2022
Q3 | $3.56M | Buy |
59,880
+10,503
| +21% | +$624K | 0.06% | 282 |
|
|
2022
Q2 | $3.22M | Sell |
49,377
-135,887
| -73% | -$8.87M | 0.05% | 299 |
|
|
2022
Q1 | $12.7M | Sell |
185,264
-595,420
| -76% | -$40.7M | 0.15% | 182 |
|
|
2021
Q4 | $53.4M | Buy |
780,684
+767,674
| +5,901% | +$52.5M | 0.59% | 43 |
|
|
2021
Q3 | $809K | Sell |
13,010
-381,233
| -97% | -$23.7M | 0.01% | 435 |
|
|
2021
Q2 | $23.8M | Sell |
394,243
-11,557
| -3% | -$698K | 0.25% | 110 |
|
|
2021
Q1 | $24.2M | Buy |
+405,800
| New | +$24.2M | 0.24% | 121 |
|