Tortoise Investment Management’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-630	Closed	-$47.9K	–	630
2025 Q3	$47.9K	Sell	630 -46	-7%	-$3.28K	﹤0.01%	402
2025 Q2	$46.6K	Hold	676	–	–	﹤0.01%	391
2025 Q1	$46.6K	Hold	676	–	–	﹤0.01%	384
2024 Q4	$41.6K	Sell	676 -3	-0.4%	-$186	﹤0.01%	443
2024 Q3	$42.1K	Hold	679	–	–	﹤0.01%	437
2024 Q2	$36K	Sell	679 -31	-4%	-$1.65K	﹤0.01%	440
2024 Q1	$37.9K	Buy	710 +398	+128%	+$20.3K	﹤0.01%	419
2023 Q4	$16.3K	Hold	312	–	–	﹤0.01%	501
2023 Q3	$15.8K	Hold	312	–	–	﹤0.01%	492
2023 Q2	$18.2K	Hold	312	–	–	﹤0.01%	483
2023 Q1	$19.1K	Hold	312	–	–	﹤0.01%	468
2022 Q4	$19.6K	Hold	312	–	–	﹤0.01%	459
2022 Q3	$19K	Hold	312	–	–	﹤0.01%	451
2022 Q2	$20K	Hold	312	–	–	﹤0.01%	431
2022 Q1	$21K	Hold	312	–	–	﹤0.01%	423
2021 Q4	$21K	Hold	312	–	–	﹤0.01%	395
2021 Q3	$19K	Hold	312	–	–	﹤0.01%	388
2021 Q2	$19K	Hold	312	–	–	﹤0.01%	379
2021 Q1	$19K	Hold	312	–	–	﹤0.01%	365
2020 Q4	$17K	Hold	312	–	–	﹤0.01%	344
2020 Q3	$16K	Hold	312	–	–	﹤0.01%	329
2020 Q2	$18K	Buy	+312	New	+$18.5K	﹤0.01%	310