SRH Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $97.7K | Buy |
1,192
+3
| +0.3% | +$237 | 0.03% | 102 |
|
|
2025
Q4 | $86.2K | Buy |
1,189
+392
| +49% | +$29.7K | 0.02% | 108 |
|
|
2025
Q3 | $60.6K | Hold |
797
| – | – | 0.02% | 125 |
|
|
2025
Q2 | $54.9K | Hold |
797
| – | – | 0.02% | 128 |
|
|
2025
Q1 | $55K | Sell |
797
-45
| -5% | -$2.94K | 0.02% | 121 |
|
|
2024
Q4 | $51.8K | Hold |
842
| – | – | 0.02% | 125 |
|
|
2024
Q3 | $52.2K | Hold |
842
| – | – | 0.02% | 124 |
|
|
2024
Q2 | $44.6K | Sell |
842
-44
| -5% | -$2.34K | 0.01% | 123 |
|
|
2024
Q1 | $47.3K | Hold |
886
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $46.2K | Hold |
886
| – | – | 0.02% | 127 |
|
|
2023
Q3 | $44.9K | Hold |
886
| – | – | 0.02% | 120 |
|
|
2023
Q2 | $54.2K | Hold |
886
| – | – | 0.03% | 112 |
|
|
2023
Q1 | $54K | Hold |
886
| – | – | 0.03% | 112 |
|
|
2022
Q4 | $56K | Sell |
886
-199
| -18% | -$12K | 0.03% | 108 |
|
|
2022
Q3 | $64K | Hold |
1,085
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $71K | Hold |
1,085
| – | – | 0.09% | 100 |
|
|
2022
Q1 | $74K | Hold |
1,085
| – | – | 0.08% | 105 |
|
|
2021
Q4 | $74K | Hold |
1,085
| – | – | 0.08% | 108 |
|
|
2021
Q3 | $67K | Sell |
1,085
-199
| -15% | -$13K | 0.08% | 108 |
|
|
2021
Q2 | $78K | Hold |
1,284
| – | – | 0.1% | 94 |
|
|
2021
Q1 | $76K | Hold |
1,284
| – | – | 0.11% | 83 |
|
|
2020
Q4 | $71K | Hold |
1,284
| – | – | 0.12% | 85 |
|
|
2020
Q3 | $65K | Hold |
1,284
| – | – | 0.13% | 87 |
|
|
2020
Q2 | $76K | Sell |
1,284
-89
| -6% | -$5.27K | 0.19% | 63 |
|
|
2020
Q1 | $76K | Hold |
1,373
| – | – | 0.21% | 62 |
|
|
2019
Q4 | $89K | Hold |
1,373
| – | – | 0.29% | 60 |
|
|
2019
Q3 | $91K | Sell |
1,373
-1,285
| -48% | -$81.3K | 0.31% | 58 |
|
|
2019
Q2 | $160K | Hold |
2,658
| – | – | 0.55% | 42 |
|
|
2019
Q1 | $154K | Hold |
2,658
| – | – | 0.55% | 44 |
|
|
2018
Q4 | $151K | Hold |
2,658
| – | – | 0.58% | 40 |
|
|
2018
Q3 | $146K | Hold |
2,658
| – | – | 0.5% | 45 |
|
|
2018
Q2 | $149K | Buy |
+2,658
| New | +$142K | 0.56% | 44 |
|
Other funds holding EVRG
VCM
VPM
