MAI Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
800
+231
| +41% | +$15.9K | ﹤0.01% | 1701 |
|
|
2025
Q1 | $39.3K | Sell |
569
-589
| -51% | -$40.6K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $71.3K | Buy |
+1,158
| New | +$71.3K | ﹤0.01% | 1501 |
|
|
2022
Q2 | – | Sell |
-2,977
| Closed | -$203K | – | 873 |
|
|
2022
Q1 | $203K | Sell |
2,977
-352
| -11% | -$24K | ﹤0.01% | 795 |
|
|
2021
Q4 | $228K | Buy |
+3,329
| New | +$228K | ﹤0.01% | 758 |
|
|
2020
Q3 | – | Sell |
-3,787
| Closed | -$225K | – | 553 |
|
|
2020
Q2 | $225K | Sell |
3,787
-1,015
| -21% | -$60.3K | 0.01% | 461 |
|
|
2020
Q1 | $264K | Buy |
4,802
+19
| +0.4% | +$1.05K | 0.01% | 424 |
|
|
2019
Q4 | $311K | Sell |
4,783
-728
| -13% | -$47.3K | 0.01% | 442 |
|
|
2019
Q3 | $367K | Sell |
5,511
-780
| -12% | -$51.9K | 0.02% | 375 |
|
|
2019
Q2 | $378K | Sell |
6,291
-215
| -3% | -$12.9K | 0.02% | 371 |
|
|
2019
Q1 | $378K | Sell |
6,506
-684
| -10% | -$39.7K | 0.02% | 317 |
|
|
2018
Q4 | $408K | Sell |
7,190
-389
| -5% | -$22.1K | 0.02% | 304 |
|
|
2018
Q3 | $416K | Sell |
7,579
-150
| -2% | -$8.23K | 0.02% | 306 |
|
|
2018
Q2 | $434K | Buy |
+7,729
| New | +$434K | 0.02% | 301 |
|