Steward Partners Investment Advisory’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 | $283K | Buy |
3,450
+328
| +11% | +$25.9K | ﹤0.01% | 1828 |
|
|
2025
Q4 | $226K | Buy |
3,122
+109
| +4% | +$8.27K | ﹤0.01% | 1865 |
|
|
2025
Q3 | $229K | Sell |
3,013
-19
| -0.6% | -$1.35K | ﹤0.01% | 1801 |
|
|
2025
Q2 | $209K | Sell |
3,032
-1,041
| -26% | -$70K | ﹤0.01% | 1744 |
|
|
2025
Q1 | $281K | Buy |
4,073
+200
| +5% | +$13.1K | ﹤0.01% | 1478 |
|
|
2024
Q4 | $238K | Buy |
3,873
+190
| +5% | +$11.8K | ﹤0.01% | 1510 |
|
|
2024
Q3 | $228K | Buy |
3,683
+841
| +30% | +$48.9K | ﹤0.01% | 1466 |
|
|
2024
Q2 | $151K | Buy |
2,842
+688
| +32% | +$36.6K | ﹤0.01% | 1579 |
|
|
2024
Q1 | $115K | Buy |
2,154
+408
| +23% | +$20.8K | ﹤0.01% | 1697 |
|
|
2023
Q4 | $91.1K | Sell |
1,746
-154
| -8% | -$7.75K | ﹤0.01% | 1736 |
|
|
2023
Q3 | $96.3K | Sell |
1,900
-9,754
| -84% | -$554K | ﹤0.01% | 1583 |
|
|
2023
Q2 | $681K | Sell |
11,654
-764
| -6% | -$46.1K | 0.01% | 821 |
|
|
2023
Q1 | $759K | Buy |
12,418
+1,077
| +9% | +$65.5K | 0.01% | 773 |
|
|
2022
Q4 | $714K | Buy |
11,341
+818
| +8% | +$49.1K | 0.01% | 778 |
|
|
2022
Q3 | $625K | Sell |
10,523
-124
| -1% | -$8.34K | 0.01% | 784 |
|
|
2022
Q2 | $695K | Buy |
10,647
+801
| +8% | +$54.3K | 0.01% | 754 |
|
|
2022
Q1 | $673K | Buy |
9,846
+1,649
| +20% | +$106K | 0.01% | 818 |
|
|
2021
Q4 | $562K | Buy |
8,197
+78
| +1% | +$5.07K | 0.01% | 900 |
|
|
2021
Q3 | $505K | Sell |
8,119
-191
| -2% | -$12.5K | 0.01% | 902 |
|
|
2021
Q2 | $502K | Buy |
8,310
+1,604
| +24% | +$100K | 0.01% | 930 |
|
|
2021
Q1 | $399K | Buy |
6,706
+2,547
| +61% | +$141K | 0.01% | 971 |
|
|
2020
Q4 | $231K | Buy |
4,159
+1,624
| +64% | +$89.1K | 0.01% | 1012 |
|
|
2020
Q3 | $129K | Hold |
2,535
| – | – | ﹤0.01% | 1117 |
|
|
2020
Q2 | $150K | Sell |
2,535
-1,100
| -30% | -$65.1K | ﹤0.01% | 977 |
|
|
2020
Q1 | $200K | Sell |
3,635
-592
| -14% | -$38.9K | 0.01% | 794 |
|
|
2019
Q4 | $275K | Buy |
4,227
+538
| +15% | +$34.3K | 0.01% | 786 |
|
|
2019
Q3 | $245K | Buy |
3,689
+2,000
| +118% | +$127K | 0.01% | 784 |
|
|
2019
Q2 | $101K | Buy |
+1,689
| New | +$98.8K | ﹤0.01% | 1054 |
|
|
2018
Q4 | – | Sell |
-1,808
| Closed | -$99K | – | 1182 |
|
|
2018
Q3 | $99K | Sell |
1,808
-1,622
| -47% | -$91.8K | ﹤0.01% | 936 |
|
|
2018
Q2 | $193K | Buy |
+3,430
| New | +$184K | 0.01% | 658 |
|
Other funds holding EVRG
VCM
VPM
