Kestra Private Wealth Services’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
4,805
+243
+5% +$16.8K ﹤0.01% 1226
2025
Q1
$315K Buy
4,562
+396
+10% +$27.3K 0.01% 1176
2024
Q4
$256K Buy
+4,166
New +$256K ﹤0.01% 1189