EVRG EVERGY INC

Ownership history in Oak Thistle LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle LLC reported a position in EVERGY INC (EVRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.63% (2023 Q3)
Avg. % of fund
0.37%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 46,190 +37,293 +419.2% 0.47% $3.3M $71.88
2025 Q3 REDUCED 8,897 -1,524 -14.6% 0.10% $676K $74.69
2023 Q4 REDUCED 10,421 -31,850 -75.3% 0.16% $544K $47.57
2023 Q3 ADDED 42,271 +30,728 +266.2% 0.63% $2.1M $45.61
2023 Q2 ADDED 11,543 +6,064 +110.7% 0.36% $674K $51.99
2023 Q1 ADDED 5,479 +717 +15.1% 0.20% $335K $53.84
2022 Q2 REDUCED 4,762 -2,990 -38.6% 0.60% $311K $55.83
2021 Q4 INITIATED 7,752 0.41% $531K $57.67
% of Fund (quarterly)    EVRG price (monthly, adj. close)
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