Summit Trail Advisors’s Evergy EVRG Stock Holding History

Summit Trail Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$420K	Buy
2025 Q1	$285K	Sell
2024 Q4	$426K	Buy
2024 Q3	$293K	Buy
2018 Q4	–	Sell
2018 Q3	$129K	Buy
2018 Q2	$127K	Buy