Novak & Powell Financial Services’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
7,568
+73
+1% +$5.03K 0.36% 66
2025
Q1
$517K Buy
7,495
+71
+1% +$4.9K 0.32% 75
2024
Q4
$457K Buy
7,424
+78
+1% +$4.8K 0.27% 82
2024
Q3
$456K Buy
7,346
+75
+1% +$4.65K 0.26% 88
2024
Q2
$385K Buy
7,271
+86
+1% +$4.56K 0.24% 89
2024
Q1
$384K Buy
7,185
+85
+1% +$4.54K 0.29% 78
2023
Q4
$371K Buy
+7,100
New +$371K 0.25% 88