Nisa Investment Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.05M | Buy |
73,818
+1,045
| +1% | +$82.6K | 0.02% | 352 |
|
|
2025
Q4 | $5.28M | Sell |
72,773
-1,451
| -2% | -$110K | 0.02% | 399 |
|
|
2025
Q3 | $5.64M | Sell |
74,224
-12,525
| -14% | -$893K | 0.02% | 376 |
|
|
2025
Q2 | $5.98M | Buy |
86,749
+601
| +0.7% | +$40.4K | 0.03% | 367 |
|
|
2025
Q1 | $5.94M | Sell |
86,148
-2,809
| -3% | -$184K | 0.03% | 371 |
|
|
2024
Q4 | $5.48M | Buy |
88,957
+14,980
| +20% | +$926K | 0.02% | 433 |
|
|
2024
Q3 | $4.59M | Sell |
73,977
-4,885
| -6% | -$284K | 0.03% | 455 |
|
|
2024
Q2 | $4.18M | Buy |
78,862
+6,015
| +8% | +$320K | 0.03% | 483 |
|
|
2024
Q1 | $3.89M | Buy |
72,847
+32
| +0% | +$1.64K | 0.03% | 520 |
|
|
2023
Q4 | $3.8M | Sell |
72,815
-3,117
| -4% | -$157K | 0.03% | 482 |
|
|
2023
Q3 | $3.85M | Sell |
75,932
-12,198
| -14% | -$693K | 0.03% | 480 |
|
|
2023
Q2 | $5.15M | Buy |
88,130
+28,321
| +47% | +$1.71M | 0.04% | 416 |
|
|
2023
Q1 | $3.66M | Sell |
59,809
-2,416
| -4% | -$147K | 0.03% | 495 |
|
|
2022
Q4 | $3.92M | Sell |
62,225
-2,037
| -3% | -$122K | 0.03% | 516 |
|
|
2022
Q3 | $3.82M | Buy |
64,262
+6,300
| +11% | +$424K | 0.03% | 456 |
|
|
2022
Q2 | $3.78M | Buy |
57,962
+1,200
| +2% | +$81.4K | 0.03% | 455 |
|
|
2022
Q1 | $3.88M | Sell |
56,762
-12,505
| -18% | -$807K | 0.03% | 482 |
|
|
2021
Q4 | $4.5M | Buy |
69,267
+6,505
| +10% | +$423K | 0.03% | 432 |
|
|
2021
Q3 | $3.9K | Buy |
62,762
+3,000
| +5% | +$197K | 0.02% | 516 |
|
|
2021
Q2 | $3.61K | Sell |
59,762
-3,688
| -6% | -$231K | 0.02% | 547 |
|
|
2021
Q1 | $3.78K | Sell |
63,450
-460,263
| -88% | -$25.5M | 0.02% | 527 |
|
|
2020
Q4 | $29.1M | Buy |
523,713
+460,263
| +725% | +$25.3M | 0.19% | 126 |
|
|
2020
Q3 | $3.23M | Sell |
63,450
-2,596
| -4% | -$145K | 0.03% | 478 |
|
|
2020
Q2 | $3.92M | Sell |
66,046
-2,000
| -3% | -$118K | 0.04% | 408 |
|
|
2020
Q1 | $3.75M | Sell |
68,046
-2,400
| -3% | -$158K | 0.04% | 360 |
|
|
2019
Q4 | $4.58M | Buy |
70,446
+5,500
| +8% | +$351K | 0.04% | 400 |
|
|
2019
Q3 | $4.32M | Hold |
64,946
| – | – | 0.04% | 411 |
|
|
2019
Q2 | $3.91M | Sell |
64,946
-7,350
| -10% | -$430K | 0.04% | 422 |
|
|
2019
Q1 | $4.2M | Buy |
72,296
+3,350
| +5% | +$191K | 0.04% | 402 |
|
|
2018
Q4 | $3.91M | Sell |
68,946
-2,000
| -3% | -$115K | 0.04% | 381 |
|
|
2018
Q3 | $3.9M | Buy |
70,946
+985
| +1% | +$55.7K | 0.04% | 434 |
|
|
2018
Q2 | $3.93M | Buy |
+69,961
| New | +$3.75M | 0.04% | 418 |
|
Other funds holding EVRG
VCM
VPM
