Stifel Financial’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 | $27.3M | Buy |
332,776
+10,356
| +3% | +$818K | 0.03% | 515 |
|
|
2025
Q4 | $23.4M | Buy |
322,420
+4,902
| +2% | +$372K | 0.02% | 577 |
|
|
2025
Q3 | $24.1M | Sell |
317,518
-7,078
| -2% | -$504K | 0.02% | 558 |
|
|
2025
Q2 | $22.4M | Buy |
324,596
+9,491
| +3% | +$638K | 0.02% | 556 |
|
|
2025
Q1 | $21.7M | Buy |
315,105
+13,658
| +5% | +$894K | 0.02% | 532 |
|
|
2024
Q4 | $18.6M | Buy |
301,447
+28,133
| +10% | +$1.74M | 0.02% | 596 |
|
|
2024
Q3 | $16.9M | Buy |
273,314
+24,149
| +10% | +$1.41M | 0.02% | 646 |
|
|
2024
Q2 | $13.2M | Buy |
249,165
+146,906
| +144% | +$7.82M | 0.01% | 709 |
|
|
2024
Q1 | $5.46M | Buy |
102,259
+17,382
| +20% | +$888K | 0.01% | 1096 |
|
|
2023
Q4 | $4.43M | Buy |
84,877
+15,560
| +22% | +$783K | 0.01% | 1172 |
|
|
2023
Q3 | $3.51M | Sell |
69,317
-1,399
| -2% | -$79.4K | ﹤0.01% | 1235 |
|
|
2023
Q2 | $4.13M | Buy |
70,716
+901
| +1% | +$54.4K | 0.01% | 1156 |
|
|
2023
Q1 | $4.27M | Buy |
69,815
+8,479
| +14% | +$516K | 0.01% | 1110 |
|
|
2022
Q4 | $3.86M | Buy |
61,336
+10,315
| +20% | +$619K | 0.01% | 1122 |
|
|
2022
Q3 | $3.03M | Sell |
51,021
-7,633
| -13% | -$514K | 0.01% | 1206 |
|
|
2022
Q2 | $3.83M | Buy |
58,654
+2,384
| +4% | +$162K | 0.01% | 1101 |
|
|
2022
Q1 | $3.85M | Sell |
56,270
-485
| -0.9% | -$31.3K | 0.01% | 1202 |
|
|
2021
Q4 | $3.89M | Buy |
56,755
+2,642
| +5% | +$172K | 0.01% | 1209 |
|
|
2021
Q3 | $3.37M | Sell |
54,113
-9,685
| -15% | -$635K | ﹤0.01% | 1245 |
|
|
2021
Q2 | $3.86M | Sell |
63,798
-222
| -0.3% | -$13.9K | 0.01% | 1159 |
|
|
2021
Q1 | $3.81M | Buy |
64,020
+18,463
| +41% | +$1.02M | 0.01% | 1110 |
|
|
2020
Q4 | $2.53M | Buy |
45,557
+10,799
| +31% | +$593K | ﹤0.01% | 1248 |
|
|
2020
Q3 | $1.77M | Buy |
34,758
+22,958
| +195% | +$1.28M | ﹤0.01% | 1283 |
|
|
2020
Q2 | $700K | Sell |
11,800
-4,931
| -29% | -$292K | ﹤0.01% | 1793 |
|
|
2020
Q1 | $925K | Buy |
16,731
+587
| +4% | +$38.6K | ﹤0.01% | 1482 |
|
|
2019
Q4 | $1.05M | Buy |
16,144
+4,736
| +42% | +$302K | ﹤0.01% | 1793 |
|
|
2019
Q3 | $761K | Sell |
11,408
-567
| -5% | -$35.9K | ﹤0.01% | 1932 |
|
|
2019
Q2 | $719K | Sell |
11,975
-5,471
| -31% | -$320K | ﹤0.01% | 1999 |
|
|
2019
Q1 | $1.01M | Sell |
17,446
-28,249
| -62% | -$1.61M | ﹤0.01% | 1640 |
|
|
2018
Q4 | $2.59M | Sell |
45,695
-380
| -0.8% | -$21.9K | 0.01% | 1037 |
|
|
2018
Q3 | $2.53M | Sell |
46,075
-2,503
| -5% | -$142K | 0.01% | 1139 |
|
|
2018
Q2 | $2.73M | Buy |
+48,578
| New | +$2.6M | 0.01% | 1059 |
|
Other funds holding EVRG
VCM
VPM
