Evergy shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Evergy
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Quarterly reported holdings in Evergy by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $28k | 470 | 59.57 |
| 2024-09-30 | $28k | 462 | 60.61 |
| 2024-06-30 | $6.0k | 121 | 49.59 |
| 2024-03-31 | $8.0k | 143 | 55.94 |
| 2023-12-31 | $7.0k | 133 | 52.63 |
| 2023-09-30 | $6.0k | 132 | 45.45 |
| 2023-06-30 | $7.0k | 121 | 57.85 |
| 2023-03-31 | $7.0k | 121 | 57.85 |
| 2022-12-31 | $6.0k | 113 | 53.10 |
| 2022-09-30 | $7.0k | 113 | 61.95 |
| 2022-06-30 | $7.0k | 113 | 61.95 |
| 2022-03-31 | $6.0k | 91 | 65.93 |
| 2021-12-31 | $6.0k | 91 | 65.93 |
| 2021-09-30 | $6.0k | 91 | 65.93 |
| 2021-06-30 | $5.0k | 91 | 54.95 |
| 2021-03-31 | $5.0k | 91 | 54.95 |
| 2020-12-31 | $5.0k | 91 | 54.95 |
| 2020-09-30 | $5.0k | 91 | 54.95 |
| 2020-06-30 | $5.0k | 91 | 54.95 |
| 2020-03-31 | $5.0k | 91 | 54.95 |
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