Morningstar Investment 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	$233K	Buy	+3,377	New	+$233K	0.02%	190
2025 Q1	–	Sell	-3,612	Closed	-$222K	–	127
2024 Q4	$222K	Hold	3,612	–	–	0.02%	194
2024 Q3	$216K	Buy	+3,612	New	+$216K	0.02%	203