Meritage Portfolio Management’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.14M Sell
2025
Q2
$4.86M Sell
2025
Q1
$5M Sell
2024
Q4
$4.64M Sell
2024
Q3
$4.98M Sell
2024
Q2
$4.45M Sell
2024
Q1
$4.58M Sell
2023
Q4
$4.74M Buy
2023
Q3
$2.31M Sell
2023
Q2
$4.59M Buy
2023
Q1
$2.16M Buy
2022
Q4
$2.18M Sell
2022
Q3
$3.53M Buy
2022
Q2
$3.67M Buy
2022
Q1
$1.9M Buy
2021
Q4
$1.88M Sell
2021
Q3
$1.82M Sell
2021
Q2
$3.2M Buy
2021
Q1
$3.13M Sell
2020
Q4
$3.16M Buy
2020
Q3
$2.11M Buy