Meritage Portfolio 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 | $4.86M | Sell |
70,532
-1,915
| -3% | -$132K | 0.31% | 93 |
|
|
2025
Q1 | $5M | Sell |
72,447
-2,988
| -4% | -$206K | 0.33% | 86 |
|
|
2024
Q4 | $4.64M | Sell |
75,435
-4,846
| -6% | -$298K | 0.29% | 95 |
|
|
2024
Q3 | $4.98M | Sell |
80,281
-3,645
| -4% | -$226K | 0.3% | 102 |
|
|
2024
Q2 | $4.45M | Sell |
83,926
-1,868
| -2% | -$99K | 0.28% | 113 |
|
|
2024
Q1 | $4.58M | Sell |
85,794
-5,050
| -6% | -$270K | 0.29% | 112 |
|
|
2023
Q4 | $4.74M | Buy |
90,844
+45,232
| +99% | +$2.36M | 0.31% | 99 |
|
|
2023
Q3 | $2.31M | Sell |
45,612
-33,006
| -42% | -$1.67M | 0.17% | 163 |
|
|
2023
Q2 | $4.59M | Buy |
78,618
+43,212
| +122% | +$2.52M | 0.33% | 105 |
|
|
2023
Q1 | $2.16M | Buy |
35,406
+835
| +2% | +$51K | 0.16% | 161 |
|
|
2022
Q4 | $2.18M | Sell |
34,571
-24,829
| -42% | -$1.56M | 0.17% | 168 |
|
|
2022
Q3 | $3.53M | Buy |
59,400
+3,182
| +6% | +$189K | 0.29% | 108 |
|
|
2022
Q2 | $3.67M | Buy |
56,218
+28,474
| +103% | +$1.86M | 0.28% | 114 |
|
|
2022
Q1 | $1.9M | Buy |
27,744
+421
| +2% | +$28.8K | 0.12% | 175 |
|
|
2021
Q4 | $1.88M | Sell |
27,323
-1,910
| -7% | -$131K | 0.11% | 173 |
|
|
2021
Q3 | $1.82M | Sell |
29,233
-23,728
| -45% | -$1.48M | 0.11% | 172 |
|
|
2021
Q2 | $3.2M | Buy |
52,961
+320
| +0.6% | +$19.3K | 0.19% | 141 |
|
|
2021
Q1 | $3.13M | Sell |
52,641
-4,232
| -7% | -$252K | 0.21% | 140 |
|
|
2020
Q4 | $3.16M | Buy |
56,873
+15,303
| +37% | +$849K | 0.23% | 123 |
|
|
2020
Q3 | $2.11M | Buy |
+41,570
| New | +$2.11M | 0.19% | 144 |
|