SCM
Schnieders Capital Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
21,545
+872
| +4% | +$60.1K | 0.26% | 63 |
|
|
2025
Q1 | $1.43M | Hold |
20,673
| – | – | 0.3% | 57 |
|
|
2024
Q4 | $1.27M | Hold |
20,673
| – | – | 0.25% | 68 |
|
|
2024
Q3 | $1.28M | Buy |
20,673
+2,250
| +12% | +$140K | 0.24% | 71 |
|
|
2024
Q2 | $976K | Buy |
18,423
+1,975
| +12% | +$105K | 0.2% | 77 |
|
|
2024
Q1 | $878K | Sell |
16,448
-275
| -2% | -$14.7K | 0.18% | 87 |
|
|
2023
Q4 | $873K | Buy |
+16,723
| New | +$873K | 0.19% | 82 |
|