KCM Investment Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
3,270
-784
| -19% | -$54K | 0.01% | 355 |
|
|
2025
Q1 | $280K | Sell |
4,054
-1,892
| -32% | -$130K | 0.01% | 315 |
|
|
2024
Q4 | $366K | Buy |
5,946
+210
| +4% | +$12.9K | 0.01% | 288 |
|
|
2024
Q3 | $356K | Sell |
5,736
-386
| -6% | -$23.9K | 0.01% | 307 |
|
|
2024
Q2 | $324K | Sell |
6,122
-330
| -5% | -$17.5K | 0.01% | 304 |
|
|
2024
Q1 | $344K | Sell |
6,452
-411
| -6% | -$21.9K | 0.01% | 308 |
|
|
2023
Q4 | $358K | Sell |
6,863
-107
| -2% | -$5.59K | 0.01% | 288 |
|
|
2023
Q3 | $353K | Sell |
6,970
-213
| -3% | -$10.8K | 0.02% | 282 |
|
|
2023
Q2 | $420K | Sell |
7,183
-432
| -6% | -$25.2K | 0.02% | 275 |
|
|
2023
Q1 | $465K | Sell |
7,615
-387
| -5% | -$23.7K | 0.02% | 277 |
|
|
2022
Q4 | $504K | Sell |
8,002
-133
| -2% | -$8.38K | 0.02% | 264 |
|
|
2022
Q3 | $483K | Buy |
8,135
+477
| +6% | +$28.3K | 0.02% | 251 |
|
|
2022
Q2 | $500K | Sell |
7,658
-135
| -2% | -$8.81K | 0.02% | 260 |
|
|
2022
Q1 | $533K | Buy |
7,793
+1,526
| +24% | +$104K | 0.02% | 274 |
|
|
2021
Q4 | $430K | Buy |
6,267
+1,248
| +25% | +$85.6K | 0.02% | 308 |
|
|
2021
Q3 | $312K | Buy |
5,019
+301
| +6% | +$18.7K | 0.01% | 326 |
|
|
2021
Q2 | $285K | Buy |
+4,718
| New | +$285K | 0.01% | 330 |
|
|
2020
Q3 | – | Sell |
-21,784
| Closed | -$1.29M | – | 326 |
|
|
2020
Q2 | $1.29M | Sell |
21,784
-560
| -3% | -$33.2K | 0.07% | 156 |
|
|
2020
Q1 | $1.23M | Buy |
22,344
+9,716
| +77% | +$535K | 0.08% | 144 |
|
|
2019
Q4 | $822K | Sell |
12,628
-205
| -2% | -$13.3K | 0.04% | 197 |
|
|
2019
Q3 | $854K | Buy |
12,833
+55
| +0.4% | +$3.66K | 0.05% | 187 |
|
|
2019
Q2 | $769K | Sell |
12,778
-180
| -1% | -$10.8K | 0.05% | 196 |
|
|
2019
Q1 | $752K | Buy |
12,958
+2,450
| +23% | +$142K | 0.05% | 191 |
|
|
2018
Q4 | $597K | Buy |
10,508
+1,883
| +22% | +$107K | 0.04% | 290 |
|
|
2018
Q3 | $474K | Sell |
8,625
-946
| -10% | -$52K | 0.03% | 363 |
|
|
2018
Q2 | $537K | Buy |
+9,571
| New | +$537K | 0.03% | 337 |
|