YCM
Yaupon Capital Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9M | Buy |
810,504
+414,241
| +105% | +$28.6M | 2.51% | 3 |
|
|
2025
Q1 | $27.3M | Sell |
396,263
-152,315
| -28% | -$10.5M | 1.4% | 15 |
|
|
2024
Q4 | $33.8M | Buy |
548,578
+8,416
| +2% | +$518K | 1.39% | 14 |
|
|
2024
Q3 | $33.5M | Buy |
540,162
+11,692
| +2% | +$725K | 1.82% | 15 |
|
|
2024
Q2 | $28M | Sell |
528,470
-45,240
| -8% | -$2.4M | 1.42% | 11 |
|
|
2024
Q1 | $30.6M | Buy |
573,710
+330,969
| +136% | +$17.7M | 1.54% | 14 |
|
|
2023
Q4 | $12.7M | Sell |
242,741
-5,934
| -2% | -$310K | 1.05% | 27 |
|
|
2023
Q3 | $12.6M | Buy |
248,675
+14,300
| +6% | +$725K | 1.17% | 30 |
|
|
2023
Q2 | $13.7M | Sell |
234,375
-41,028
| -15% | -$2.4M | 1.75% | 21 |
|
|
2023
Q1 | $16.8M | Buy |
275,403
+59,300
| +27% | +$3.62M | 2.03% | 9 |
|
|
2022
Q4 | $13.6M | Buy |
+216,103
| New | +$13.6M | 2.14% | 13 |
|
|
2021
Q4 | – | Sell |
-34,800
| Closed | -$2.17M | – | 77 |
|
|
2021
Q3 | $2.17M | Buy |
+34,800
| New | +$2.17M | 1.28% | 29 |
|
|
2021
Q1 | – | Sell |
-28,200
| Closed | -$1.57M | – | 68 |
|
|
2020
Q4 | $1.57M | Sell |
28,200
-28,600
| -50% | -$1.59M | 0.84% | 28 |
|
|
2020
Q3 | $2.89M | Sell |
56,800
-66,700
| -54% | -$3.39M | 3.51% | 6 |
|
|
2020
Q2 | $7.32M | Buy |
123,500
+41,100
| +50% | +$2.44M | 6.15% | 3 |
|
|
2020
Q1 | $4.54M | Buy |
+82,400
| New | +$4.54M | 7.24% | 4 |
|