TAM

Tocqueville Asset Management’s Evergy EVRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$372K	Hold	5,400	–	–	0.01%	450
2025 Q1	$372K	Hold	5,400	–	–	0.01%	434
2024 Q4	$332K	Hold	5,400	–	–	0.01%	471
2024 Q3	$335K	Buy	5,400 +500	+10%	+$31K	0.01%	449
2024 Q2	$260K	Hold	4,900	–	–	﹤0.01%	470
2024 Q1	$262K	Hold	4,900	–	–	﹤0.01%	467
2023 Q4	$256K	Hold	4,900	–	–	﹤0.01%	463
2023 Q3	$248K	Hold	4,900	–	–	﹤0.01%	458
2023 Q2	$286K	Hold	4,900	–	–	0.01%	462
2023 Q1	$299K	Hold	4,900	–	–	0.01%	458
2022 Q4	$308K	Hold	4,900	–	–	0.01%	491
2022 Q3	$291K	Hold	4,900	–	–	0.01%	517
2022 Q2	$320K	Hold	4,900	–	–	0.01%	560
2022 Q1	$335K	Hold	4,900	–	–	0.01%	585
2021 Q4	$336K	Hold	4,900	–	–	﹤0.01%	627
2021 Q3	$305K	Hold	4,900	–	–	﹤0.01%	622
2021 Q2	$296K	Sell	4,900 -80	-2%	-$4.83K	﹤0.01%	638
2021 Q1	$296K	Hold	4,980	–	–	﹤0.01%	648
2020 Q4	$276K	Buy	4,980 +80	+2%	+$4.43K	﹤0.01%	637
2020 Q3	$249K	Buy	4,900 +200	+4%	+$10.2K	﹤0.01%	598
2020 Q2	$279K	Hold	4,700	–	–	0.01%	579
2020 Q1	$259K	Hold	4,700	–	–	0.01%	559
2019 Q4	$306K	Sell	4,700 -200	-4%	-$13K	﹤0.01%	642
2019 Q3	$326K	Hold	4,900	–	–	﹤0.01%	640
2019 Q2	$295K	Hold	4,900	–	–	﹤0.01%	681
2019 Q1	$284K	Buy	4,900 +700	+17%	+$40.6K	﹤0.01%	682
2018 Q4	$238K	Hold	4,200	–	–	﹤0.01%	668
2018 Q3	$231K	Hold	4,200	–	–	﹤0.01%	752
2018 Q2	$236K	Buy	+4,200	New	+$236K	﹤0.01%	751