Naples Global Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
5,514
| – | – | 0.03% | 337 |
|
|
2025
Q1 | $380K | Sell |
5,514
-99
| -2% | -$6.83K | 0.04% | 329 |
|
|
2024
Q4 | $345K | Sell |
5,613
-175
| -3% | -$10.8K | 0.03% | 334 |
|
|
2024
Q3 | $359K | Sell |
5,788
-1,275
| -18% | -$79.1K | 0.03% | 330 |
|
|
2024
Q2 | $374K | Sell |
7,063
-175
| -2% | -$9.27K | 0.04% | 317 |
|
|
2024
Q1 | $386K | Sell |
7,238
-534
| -7% | -$28.5K | 0.04% | 315 |
|
|
2023
Q4 | $406K | Sell |
7,772
-175
| -2% | -$9.14K | 0.04% | 302 |
|
|
2023
Q3 | $403K | Hold |
7,947
| – | – | 0.05% | 298 |
|
|
2023
Q2 | $464K | Sell |
7,947
-192
| -2% | -$11.2K | 0.05% | 286 |
|
|
2023
Q1 | $497K | Buy |
8,139
+400
| +5% | +$24.4K | 0.06% | 278 |
|
|
2022
Q4 | $487K | Sell |
7,739
-200
| -3% | -$12.6K | 0.06% | 278 |
|
|
2022
Q3 | $472K | Hold |
7,939
| – | – | 0.07% | 272 |
|
|
2022
Q2 | $518K | Sell |
7,939
-75
| -0.9% | -$4.89K | 0.07% | 267 |
|
|
2022
Q1 | $548K | Sell |
8,014
-440
| -5% | -$30.1K | 0.06% | 272 |
|
|
2021
Q4 | $580K | Sell |
8,454
-250
| -3% | -$17.2K | 0.07% | 264 |
|
|
2021
Q3 | $541K | Sell |
8,704
-225
| -3% | -$14K | 0.07% | 265 |
|
|
2021
Q2 | $540K | Sell |
8,929
-1,251
| -12% | -$75.7K | 0.08% | 260 |
|
|
2021
Q1 | $606K | Buy |
10,180
+751
| +8% | +$44.7K | 0.09% | 238 |
|
|
2020
Q4 | $523K | Hold |
9,429
| – | – | 0.09% | 240 |
|
|
2020
Q3 | $479K | Sell |
9,429
-1,910
| -17% | -$97K | 0.09% | 227 |
|
|
2020
Q2 | $672K | Sell |
11,339
-400
| -3% | -$23.7K | 0.14% | 180 |
|
|
2020
Q1 | $646K | Buy |
11,739
+3,275
| +39% | +$180K | 0.17% | 168 |
|
|
2019
Q4 | $551K | Sell |
8,464
-200
| -2% | -$13K | 0.12% | 216 |
|
|
2019
Q3 | $577K | Sell |
8,664
-900
| -9% | -$59.9K | 0.13% | 199 |
|
|
2019
Q2 | $575K | Hold |
9,564
| – | – | 0.14% | 194 |
|
|
2019
Q1 | $555K | Sell |
9,564
-700
| -7% | -$40.6K | 0.14% | 196 |
|
|
2018
Q4 | $584K | Sell |
10,264
-200
| -2% | -$11.4K | 0.17% | 175 |
|
|
2018
Q3 | $575K | Sell |
10,464
-489
| -4% | -$26.9K | 0.15% | 189 |
|
|
2018
Q2 | $615K | Buy |
+10,953
| New | +$615K | 0.17% | 173 |
|