VNIM
Vaughan Nelson Investment Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.1M | Sell |
567,034
-17,211
| -3% | -$1.19M | 0.37% | 92 |
|
|
2025
Q1 | $40.3M | Buy |
+584,245
| New | +$40.3M | 0.4% | 85 |
|
|
2023
Q3 | – | Sell |
-673,476
| Closed | -$39.3M | – | 231 |
|
|
2023
Q2 | $39.3M | Buy |
673,476
+140,965
| +26% | +$8.24M | 0.44% | 69 |
|
|
2023
Q1 | $32.5M | Buy |
532,511
+183,968
| +53% | +$11.2M | 0.4% | 76 |
|
|
2022
Q4 | $21.9M | Sell |
348,543
-302,261
| -46% | -$19M | 0.28% | 109 |
|
|
2022
Q3 | $38.7M | Sell |
650,804
-189,337
| -23% | -$11.2M | 0.56% | 48 |
|
|
2022
Q2 | $54.8M | Sell |
840,141
-29,519
| -3% | -$1.93M | 0.74% | 37 |
|
|
2022
Q1 | $59.4M | Buy |
869,660
+316,390
| +57% | +$21.6M | 0.68% | 42 |
|
|
2021
Q4 | $38M | Sell |
553,270
-13,305
| -2% | -$913K | 0.39% | 79 |
|
|
2021
Q3 | $35.2M | Buy |
566,575
+260,582
| +85% | +$16.2M | 0.36% | 87 |
|
|
2021
Q2 | $18.5M | Sell |
305,993
-110,004
| -26% | -$6.65M | 0.19% | 129 |
|
|
2021
Q1 | $24.8M | Sell |
415,997
-6,271
| -1% | -$373K | 0.26% | 110 |
|
|
2020
Q4 | $23.4M | Buy |
422,268
+28,321
| +7% | +$1.57M | 0.27% | 112 |
|
|
2020
Q3 | $20M | Sell |
393,947
-91,688
| -19% | -$4.66M | 0.28% | 111 |
|
|
2020
Q2 | $28.8M | Sell |
485,635
-125,710
| -21% | -$7.45M | 0.41% | 89 |
|
|
2020
Q1 | $33.7M | Sell |
611,345
-6,140
| -1% | -$338K | 0.57% | 52 |
|
|
2019
Q4 | $40.2M | Sell |
617,485
-19,810
| -3% | -$1.29M | 0.5% | 70 |
|
|
2019
Q3 | $42.4M | Sell |
637,295
-34,155
| -5% | -$2.27M | 0.57% | 63 |
|
|
2019
Q2 | $40.4M | Sell |
671,450
-92,750
| -12% | -$5.58M | 0.54% | 63 |
|
|
2019
Q1 | $44.4M | Buy |
+764,200
| New | +$44.4M | 0.59% | 56 |
|