USS Investment Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-41,200
| Closed | -$2.54M | – | 542 |
|
|
2024
Q4 | $2.54M | Hold |
41,200
| – | – | 0.02% | 487 |
|
|
2024
Q3 | $2.56M | Sell |
41,200
-14,919
| -27% | -$925K | 0.02% | 476 |
|
|
2024
Q2 | $2.97M | Hold |
56,119
| – | – | 0.02% | 455 |
|
|
2024
Q1 | $2.99M | Sell |
56,119
-41,638
| -43% | -$2.22M | 0.02% | 453 |
|
|
2023
Q4 | $5.1M | Hold |
97,757
| – | – | 0.05% | 368 |
|
|
2023
Q3 | $4.96M | Buy |
97,757
+7,985
| +9% | +$405K | 0.05% | 355 |
|
|
2023
Q2 | $5.24M | Hold |
89,772
| – | – | 0.06% | 338 |
|
|
2023
Q1 | $5.49M | Hold |
89,772
| – | – | 0.07% | 307 |
|
|
2022
Q4 | $5.65M | Hold |
89,772
| – | – | 0.08% | 297 |
|
|
2022
Q3 | $5.34M | Sell |
89,772
-16,964
| -16% | -$1.01M | 0.08% | 282 |
|
|
2022
Q2 | $6.97M | Sell |
106,736
-3,285
| -3% | -$215K | 0.07% | 291 |
|
|
2022
Q1 | $7.52M | Buy |
110,021
+18,725
| +21% | +$1.28M | 0.06% | 329 |
|
|
2021
Q4 | $6.26M | Hold |
91,296
| – | – | 0.05% | 388 |
|
|
2021
Q3 | $5.68M | Buy |
91,296
+50,096
| +122% | +$3.12M | 0.05% | 388 |
|
|
2021
Q2 | $2.49M | Buy |
41,200
+2,600
| +7% | +$157K | 0.02% | 390 |
|
|
2021
Q1 | $2.3M | Hold |
38,600
| – | – | 0.02% | 379 |
|
|
2020
Q4 | $2.14M | Sell |
38,600
-39,900
| -51% | -$2.21M | 0.02% | 373 |
|
|
2020
Q3 | $3.99M | Hold |
78,500
| – | – | 0.04% | 250 |
|
|
2020
Q2 | $4.65M | Buy |
78,500
+51,400
| +190% | +$3.05M | 0.05% | 210 |
|
|
2020
Q1 | $1.49M | Hold |
27,100
| – | – | 0.02% | 204 |
|
|
2019
Q4 | $1.76M | Buy |
+27,100
| New | +$1.76M | 0.02% | 186 |
|