Shell 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 | $986K | Buy |
14,309
+5,454
| +62% | +$376K | 0.03% | 368 |
|
|
2025
Q1 | $611K | Sell |
8,855
-1,353
| -13% | -$93.4K | 0.03% | 406 |
|
|
2024
Q4 | $628K | Sell |
10,208
-5,159
| -34% | -$317K | 0.03% | 417 |
|
|
2024
Q3 | $953K | Buy |
+15,367
| New | +$953K | 0.04% | 320 |
|
|
2024
Q1 | $756K | Sell |
14,277
-17,176
| -55% | -$910K | 0.03% | 359 |
|
|
2023
Q4 | $1.64M | Sell |
31,453
-7,677
| -20% | -$401K | 0.08% | 245 |
|
|
2023
Q3 | $1.98M | Buy |
39,130
+8,500
| +28% | +$431K | 0.08% | 236 |
|
|
2023
Q2 | $1.79M | Buy |
30,630
+20,930
| +216% | +$1.22M | 0.07% | 252 |
|
|
2023
Q1 | $593K | Buy |
9,700
+703
| +8% | +$43K | 0.02% | 500 |
|
|
2022
Q4 | $566K | Sell |
8,997
-826
| -8% | -$52K | 0.02% | 489 |
|
|
2022
Q3 | $583K | Sell |
9,823
-3,350
| -25% | -$199K | 0.02% | 500 |
|
|
2022
Q2 | $860K | Buy |
13,173
+4,560
| +53% | +$298K | 0.03% | 459 |
|
|
2022
Q1 | $589K | Sell |
8,613
-1,418
| -14% | -$97K | 0.01% | 725 |
|
|
2021
Q4 | $688K | Sell |
10,031
-399
| -4% | -$27.4K | 0.01% | 755 |
|
|
2021
Q3 | $649K | Buy |
10,430
+7,074
| +211% | +$440K | 0.01% | 739 |
|
|
2021
Q2 | $203K | Sell |
3,356
-1,755
| -34% | -$106K | ﹤0.01% | 1228 |
|
|
2021
Q1 | $304K | Sell |
5,111
-37,531
| -88% | -$2.23M | 0.01% | 1025 |
|
|
2020
Q4 | $2.37M | Buy |
42,642
+8,692
| +26% | +$482K | 0.05% | 361 |
|
|
2020
Q3 | $1.73M | Sell |
33,950
-2,049
| -6% | -$104K | 0.04% | 365 |
|
|
2020
Q2 | $2.13M | Sell |
35,999
-37,447
| -51% | -$2.22M | 0.05% | 305 |
|
|
2020
Q1 | $4.04M | Sell |
73,446
-3,901
| -5% | -$215K | 0.11% | 203 |
|
|
2019
Q4 | $5.04M | Sell |
77,347
-4,854
| -6% | -$316K | 0.11% | 225 |
|
|
2019
Q3 | $5.47M | Sell |
82,201
-10,331
| -11% | -$688K | 0.12% | 197 |
|
|
2019
Q2 | $5.57M | Sell |
92,532
-21,264
| -19% | -$1.28M | 0.12% | 204 |
|
|
2019
Q1 | $6.61M | Buy |
113,796
+71,557
| +169% | +$4.15M | 0.15% | 182 |
|
|
2018
Q4 | $2.4M | Sell |
42,239
-10,250
| -20% | -$582K | 0.06% | 300 |
|
|
2018
Q3 | $2.88M | Buy |
52,489
+12,608
| +32% | +$693K | 0.06% | 321 |
|
|
2018
Q2 | $2.24M | Buy |
+39,881
| New | +$2.24M | 0.05% | 378 |
|