Schaper Benz & Wise Investment Counsel’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.53M | Buy |
138,238
+1,156
| +0.8% | +$79.7K | 0.73% | 52 |
|
|
2025
Q1 | $9.45M | Buy |
137,082
+33
| +0% | +$2.28K | 0.77% | 50 |
|
|
2024
Q4 | $8.44M | Sell |
137,049
-2,540
| -2% | -$156K | 0.68% | 55 |
|
|
2024
Q3 | $8.66M | Sell |
139,589
-1,269
| -0.9% | -$78.7K | 0.69% | 53 |
|
|
2024
Q2 | $7.46M | Sell |
140,858
-292
| -0.2% | -$15.5K | 0.65% | 55 |
|
|
2024
Q1 | $7.53M | Buy |
141,150
+11,434
| +9% | +$610K | 0.63% | 57 |
|
|
2023
Q4 | $6.77M | Buy |
129,716
+18,562
| +17% | +$969K | 0.61% | 58 |
|
|
2023
Q3 | $5.64M | Buy |
111,154
+14,840
| +15% | +$752K | 0.56% | 60 |
|
|
2023
Q2 | $5.63M | Buy |
96,314
+817
| +0.9% | +$47.7K | 0.54% | 60 |
|
|
2023
Q1 | $5.84M | Buy |
95,497
+3,790
| +4% | +$232K | 0.59% | 57 |
|
|
2022
Q4 | $5.77M | Buy |
91,707
+14,250
| +18% | +$897K | 0.61% | 57 |
|
|
2022
Q3 | $4.6M | Sell |
77,457
-10
| -0% | -$594 | 0.53% | 57 |
|
|
2022
Q2 | $5.06M | Buy |
77,467
+7,628
| +11% | +$498K | 0.52% | 60 |
|
|
2022
Q1 | $4.77M | Buy |
69,839
+3,954
| +6% | +$270K | 0.41% | 65 |
|
|
2021
Q4 | $4.52M | Buy |
65,885
+2,785
| +4% | +$191K | 0.36% | 70 |
|
|
2021
Q3 | $3.93M | Buy |
63,100
+375
| +0.6% | +$23.3K | 0.35% | 70 |
|
|
2021
Q2 | $3.79M | Buy |
62,725
+1,005
| +2% | +$60.7K | 0.34% | 69 |
|
|
2021
Q1 | $3.67M | Buy |
61,720
+20,425
| +49% | +$1.22M | 0.36% | 67 |
|
|
2020
Q4 | $2.29M | Buy |
41,295
+21,585
| +110% | +$1.2M | 0.24% | 74 |
|
|
2020
Q3 | $1M | Buy |
19,710
+925
| +5% | +$47K | 0.12% | 84 |
|
|
2020
Q2 | $1.11M | Sell |
18,785
-30
| -0.2% | -$1.78K | 0.14% | 81 |
|
|
2020
Q1 | $1.04M | Buy |
18,815
+1,840
| +11% | +$101K | 0.15% | 77 |
|
|
2019
Q4 | $1.11M | Sell |
16,975
-4,005
| -19% | -$261K | 0.13% | 78 |
|
|
2019
Q3 | $1.4M | Sell |
20,980
-250
| -1% | -$16.6K | 0.17% | 76 |
|
|
2019
Q2 | $1.28M | Hold |
21,230
| – | – | 0.16% | 75 |
|
|
2019
Q1 | $1.23M | Sell |
21,230
-310
| -1% | -$18K | 0.16% | 76 |
|
|
2018
Q4 | $1.22M | Sell |
21,540
-8,021
| -27% | -$455K | 0.18% | 74 |
|
|
2018
Q3 | $1.62M | Sell |
29,561
-2,200
| -7% | -$121K | 0.22% | 73 |
|
|
2018
Q2 | $1.78M | Buy |
+31,761
| New | +$1.78M | 0.26% | 70 |
|