MAM
Magellan Asset Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163M | Buy |
2,364,493
+2,208,799
| +1,419% | +$152M | 1.86% | 21 |
|
|
2025
Q1 | $10.7M | Sell |
155,694
-6,692
| -4% | -$461K | 0.13% | 59 |
|
|
2024
Q4 | $9.99M | Sell |
162,386
-34,784
| -18% | -$2.14M | 0.11% | 58 |
|
|
2024
Q3 | $12.2M | Sell |
197,170
-4,882
| -2% | -$303K | 0.12% | 57 |
|
|
2024
Q2 | $10.7M | Buy |
202,052
+6,846
| +4% | +$363K | 0.1% | 58 |
|
|
2024
Q1 | $10.4M | Sell |
195,206
-2,814,174
| -94% | -$150M | 0.1% | 58 |
|
|
2023
Q4 | $157M | Sell |
3,009,380
-302,387
| -9% | -$15.8M | 1.57% | 29 |
|
|
2023
Q3 | $168M | Sell |
3,311,767
-112,504
| -3% | -$5.7M | 1.78% | 26 |
|
|
2023
Q2 | $200M | Sell |
3,424,271
-162,758
| -5% | -$9.51M | 1.78% | 23 |
|
|
2023
Q1 | $219M | Sell |
3,587,029
-148,582
| -4% | -$9.08M | 1.87% | 23 |
|
|
2022
Q4 | $235M | Buy |
3,735,611
+494,246
| +15% | +$31.1M | 2.01% | 20 |
|
|
2022
Q3 | $193M | Sell |
3,241,365
-114,320
| -3% | -$6.79M | 1.35% | 25 |
|
|
2022
Q2 | $219M | Sell |
3,355,685
-711,061
| -17% | -$46.4M | 1.2% | 26 |
|
|
2022
Q1 | $278M | Sell |
4,066,746
-418,035
| -9% | -$28.6M | 1.08% | 25 |
|
|
2021
Q4 | $308M | Buy |
4,484,781
+18,544
| +0.4% | +$1.27M | 0.78% | 23 |
|
|
2021
Q3 | $278M | Sell |
4,466,237
-51,142
| -1% | -$3.18M | 0.56% | 23 |
|
|
2021
Q2 | $273M | Buy |
4,517,379
+25,315
| +0.6% | +$1.53M | 0.54% | 23 |
|
|
2021
Q1 | $267M | Buy |
4,492,064
+90,826
| +2% | +$5.41M | 0.56% | 23 |
|
|
2020
Q4 | $244M | Buy |
4,401,238
+1,898,284
| +76% | +$105M | 0.57% | 23 |
|
|
2020
Q3 | $127M | Buy |
2,502,954
+2,312,838
| +1,217% | +$118M | 0.32% | 25 |
|
|
2020
Q2 | $11.3M | Buy |
190,116
+13,391
| +8% | +$794K | 0.03% | 37 |
|
|
2020
Q1 | $9.73M | Sell |
176,725
-3,701,398
| -95% | -$204M | 0.03% | 37 |
|
|
2019
Q4 | $252M | Buy |
3,878,123
+554
| +0% | +$36.1K | 0.66% | 22 |
|
|
2019
Q3 | $258M | Buy |
3,877,569
+1,322,584
| +52% | +$88M | 0.74% | 22 |
|
|
2019
Q2 | $154M | Buy |
2,554,985
+276,878
| +12% | +$16.7M | 0.44% | 26 |
|
|
2019
Q1 | $132M | Buy |
2,278,107
+2,094,839
| +1,143% | +$122M | 0.42% | 23 |
|
|
2018
Q4 | $10.4M | Sell |
183,268
-17,089
| -9% | -$970K | 0.04% | 38 |
|
|
2018
Q3 | $11M | Sell |
200,357
-4,704
| -2% | -$258K | 0.04% | 38 |
|
|
2018
Q2 | $11.5M | Buy |
+205,061
| New | +$11.5M | 0.04% | 37 |
|