Zimmer Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-137,500
| Closed | -$9.97M | – | 139 |
|
|
2025
Q4 | $9.97M | Buy |
+137,500
| New | +$10.4M | 0.26% | 67 |
|
|
2025
Q3 | – | Sell |
-936,418
| Closed | -$66.7M | – | 160 |
|
|
2025
Q2 | $64.5M | Sell |
936,418
-622,000
| -40% | -$41.8M | 1.48% | 20 |
|
|
2025
Q1 | $107M | Sell |
1,558,418
-2,150,892
| -58% | -$141M | 2.18% | 13 |
|
|
2024
Q4 | $228M | Sell |
3,709,310
-451,911
| -11% | -$27.9M | 3.96% | 7 |
|
|
2024
Q3 | $258M | Sell |
4,161,221
-1,689,704
| -29% | -$98.3M | 4.84% | 4 |
|
|
2024
Q2 | $310M | Buy |
5,850,925
+3,524,540
| +152% | +$187M | 5.91% | 2 |
|
|
2024
Q1 | $124M | Buy |
2,326,385
+2,062,434
| +781% | +$105M | 2.7% | 13 |
|
|
2023
Q4 | $13.8M | Sell |
263,951
-2,379,211
| -90% | -$120M | 0.5% | 39 |
|
|
2023
Q3 | $134M | Buy |
2,643,162
+912,179
| +53% | +$51.8M | 3.54% | 9 |
|
|
2023
Q2 | $101M | Buy |
1,730,983
+495,565
| +40% | +$29.9M | 2.53% | 13 |
|
|
2023
Q1 | $75.5M | Sell |
1,235,418
-903,482
| -42% | -$55M | 1.55% | 25 |
|
|
2022
Q4 | $135M | Buy |
2,138,900
+100,481
| +5% | +$6.03M | 2.71% | 10 |
|
|
2022
Q3 | $121M | Buy |
2,038,419
+800,217
| +65% | +$53.8M | 2.69% | 16 |
|
|
2022
Q2 | $80.8M | Buy |
1,238,202
+384,254
| +45% | +$26.1M | 1.73% | 21 |
|
|
2022
Q1 | $58.4M | Buy |
+853,948
| New | +$55.1M | 0.85% | 40 |
|
|
2021
Q1 | – | Sell |
-19,973
| Closed | -$1.11M | – | 176 |
|
|
2020
Q4 | $1.11M | Buy |
+19,973
| New | +$1.1M | 0.02% | 107 |
|
|
2020
Q1 | – | Sell |
-2,269,061
| Closed | -$148M | – | 86 |
|
|
2019
Q4 | $148M | Buy |
+2,269,061
| New | +$145M | 2.04% | 20 |
|
|
2019
Q3 | – | Sell |
-290,100
| Closed | -$17.4M | – | 116 |
|
|
2019
Q2 | $17.4M | Buy |
+290,100
| New | +$17M | 0.18% | 64 |
|
|
2019
Q1 | – | Sell |
-3,724,297
| Closed | -$211M | – | 75 |
|
|
2018
Q4 | $211M | Sell |
3,724,297
-1,746,304
| -32% | -$101M | 2.92% | 7 |
|
|
2018
Q3 | $300M | Buy |
5,470,601
+1,970,694
| +56% | +$111M | 4.01% | 7 |
|
|
2018
Q2 | $197M | Buy |
+3,499,907
| New | +$187M | 2.7% | 8 |
|
Other funds holding EVRG
VCM
VPM
