Oppenheimer Asset 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 | $13.1M | Sell |
190,524
-9,821
| -5% | -$677K | 0.15% | 162 |
|
|
2025
Q1 | $13.8M | Buy |
200,345
+3,366
| +2% | +$232K | 0.17% | 142 |
|
|
2024
Q4 | $12.1M | Buy |
196,979
+2,780
| +1% | +$171K | 0.15% | 158 |
|
|
2024
Q3 | $12M | Buy |
194,199
+543
| +0.3% | +$33.7K | 0.15% | 169 |
|
|
2024
Q2 | $10.3M | Buy |
193,656
+35,400
| +22% | +$1.88M | 0.13% | 184 |
|
|
2024
Q1 | $8.45M | Sell |
158,256
-6,743
| -4% | -$360K | 0.12% | 193 |
|
|
2023
Q4 | $8.61M | Buy |
164,999
+36,767
| +29% | +$1.92M | 0.12% | 202 |
|
|
2023
Q3 | $6.5M | Sell |
128,232
-1,280
| -1% | -$64.9K | 0.1% | 238 |
|
|
2023
Q2 | $7.57M | Sell |
129,512
-11,021
| -8% | -$644K | 0.11% | 216 |
|
|
2023
Q1 | $8.59M | Buy |
140,533
+65,132
| +86% | +$3.98M | 0.13% | 186 |
|
|
2022
Q4 | $4.74M | Buy |
75,401
+724
| +1% | +$45.6K | 0.08% | 277 |
|
|
2022
Q3 | $4.44M | Buy |
74,677
+4,669
| +7% | +$277K | 0.08% | 273 |
|
|
2022
Q2 | $4.57M | Buy |
70,008
+96
| +0.1% | +$6.26K | 0.08% | 269 |
|
|
2022
Q1 | $4.78M | Buy |
69,912
+853
| +1% | +$58.3K | 0.07% | 304 |
|
|
2021
Q4 | $4.74M | Buy |
69,059
+1,549
| +2% | +$106K | 0.06% | 320 |
|
|
2021
Q3 | $4.2M | Sell |
67,510
-37,361
| -36% | -$2.32M | 0.06% | 338 |
|
|
2021
Q2 | $6.34M | Buy |
104,871
+1,641
| +2% | +$99.2K | 0.09% | 262 |
|
|
2021
Q1 | $6.15M | Buy |
103,230
+2,935
| +3% | +$175K | 0.1% | 246 |
|
|
2020
Q4 | $5.57M | Buy |
100,295
+799
| +0.8% | +$44.4K | 0.09% | 254 |
|
|
2020
Q3 | $5.06M | Buy |
+99,496
| New | +$5.06M | 0.1% | 240 |
|