Wealthspire Advisors (New York)’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
19,669
+491
| +3% | +$33.8K | 0.01% | 334 |
|
|
2025
Q1 | $1.32M | Sell |
19,178
-425
| -2% | -$29.3K | 0.01% | 336 |
|
|
2024
Q4 | $1.21M | Buy |
19,603
+138
| +0.7% | +$8.49K | 0.01% | 333 |
|
|
2024
Q3 | $1.21M | Buy |
19,465
+187
| +1% | +$11.6K | 0.01% | 338 |
|
|
2024
Q2 | $1.02M | Buy |
19,278
+269
| +1% | +$14.2K | 0.01% | 310 |
|
|
2024
Q1 | $1.01M | Buy |
19,009
+192
| +1% | +$10.2K | 0.01% | 312 |
|
|
2023
Q4 | $982K | Buy |
+18,817
| New | +$982K | 0.01% | 312 |
|
|
2019
Q1 | – | Sell |
-24
| Closed | -$1K | – | 290 |
|
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 797 |
|