Northwestern Mutual Wealth 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 | $2.79M | Sell |
40,499
-348
| -0.9% | -$24K | ﹤0.01% | 855 |
|
|
2025
Q1 | $2.82M | Buy |
40,847
+3,695
| +10% | +$255K | ﹤0.01% | 819 |
|
|
2024
Q4 | $2.29M | Buy |
37,152
+4,206
| +13% | +$259K | ﹤0.01% | 826 |
|
|
2024
Q3 | $2.04M | Buy |
32,946
+15,906
| +93% | +$986K | ﹤0.01% | 846 |
|
|
2024
Q2 | $903K | Buy |
17,040
+2,488
| +17% | +$132K | ﹤0.01% | 1059 |
|
|
2024
Q1 | $777K | Sell |
14,552
-440
| -3% | -$23.5K | ﹤0.01% | 1088 |
|
|
2023
Q4 | $783K | Sell |
14,992
-5,609
| -27% | -$293K | ﹤0.01% | 1055 |
|
|
2023
Q3 | $1.04M | Buy |
20,601
+1,565
| +8% | +$79.3K | ﹤0.01% | 921 |
|
|
2023
Q2 | $1.11M | Sell |
19,036
-2,905
| -13% | -$170K | ﹤0.01% | 900 |
|
|
2023
Q1 | $1.34M | Buy |
21,941
+1,412
| +7% | +$86.3K | ﹤0.01% | 803 |
|
|
2022
Q4 | $1.29M | Buy |
20,529
+271
| +1% | +$17.1K | ﹤0.01% | 796 |
|
|
2022
Q3 | $1.2M | Buy |
20,258
+229
| +1% | +$13.6K | ﹤0.01% | 780 |
|
|
2022
Q2 | $1.31M | Buy |
20,029
+4,766
| +31% | +$311K | ﹤0.01% | 740 |
|
|
2022
Q1 | $1.04M | Buy |
15,263
+617
| +4% | +$42.2K | ﹤0.01% | 834 |
|
|
2021
Q4 | $1.01M | Buy |
14,646
+680
| +5% | +$46.7K | ﹤0.01% | 828 |
|
|
2021
Q3 | $869K | Sell |
13,966
-93
| -0.7% | -$5.79K | ﹤0.01% | 803 |
|
|
2021
Q2 | $849K | Buy |
14,059
+2,866
| +26% | +$173K | ﹤0.01% | 804 |
|
|
2021
Q1 | $667K | Buy |
11,193
+3,461
| +45% | +$206K | ﹤0.01% | 834 |
|
|
2020
Q4 | $429K | Buy |
7,732
+4,031
| +109% | +$224K | ﹤0.01% | 881 |
|
|
2020
Q3 | $188K | Sell |
3,701
-82
| -2% | -$4.17K | ﹤0.01% | 1048 |
|
|
2020
Q2 | $224K | Buy |
3,783
+332
| +10% | +$19.7K | ﹤0.01% | 928 |
|
|
2020
Q1 | $190K | Sell |
3,451
-1,192
| -26% | -$65.6K | ﹤0.01% | 900 |
|
|
2019
Q4 | $302K | Buy |
4,643
+354
| +8% | +$23K | ﹤0.01% | 816 |
|
|
2019
Q3 | $285K | Sell |
4,289
-76
| -2% | -$5.05K | ﹤0.01% | 781 |
|
|
2019
Q2 | $263K | Sell |
4,365
-342
| -7% | -$20.6K | ﹤0.01% | 806 |
|
|
2019
Q1 | $273K | Buy |
4,707
+936
| +25% | +$54.3K | ﹤0.01% | 770 |
|
|
2018
Q4 | $214K | Buy |
3,771
+437
| +13% | +$24.8K | ﹤0.01% | 776 |
|
|
2018
Q3 | $183K | Buy |
3,334
+204
| +7% | +$11.2K | ﹤0.01% | 825 |
|
|
2018
Q2 | $176K | Buy |
+3,130
| New | +$176K | ﹤0.01% | 799 |
|