| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 60,307 | Added More | 11,737 | 24.16 % | $1,180,208 | $1,215,789 | $35,581 | 3.01 % | $6,925 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2009-08-03 | 2009-06-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 48,570 | No Change | 0 | 0 % | $963,629 | $979,171 | $15,542 | 1.61 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 48,570 | Sold Some | -3,000 | -5.81 % | $876,689 | $979,171 | $102,483 | 11.68 % | $-6,330 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2009-02-13 | 2008-12-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 51,570 | Added More | 3,000 | 6.17 % | $980,861 | $1,039,651 | $58,790 | 5.99 % | $3,420 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2008-11-06 | 2008-09-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 48,570 | Sold Some | -3,500 | -6.72 % | $897,088 | $979,171 | $82,083 | 9.14 % | $-5,915 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2008-08-14 | 2008-06-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 52,070 | Added More | 26,000 | 99.73 % | $1,198,651 | $1,049,731 | $-148,920 | -12.42 % | $-74,360 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2008-05-14 | 2008-03-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 26,070 | No Change | 0 | 0 % | $609,777 | $525,571 | $-84,206 | -13.80 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2008-02-14 | 2007-12-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 26,070 | No Change | 0 | 0 % | $614,470 | $525,571 | $-88,899 | -14.46 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2007-11-14 | 2007-09-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 26,070 | Added More | 5,500 | 26.73 % | $658,528 | $525,571 | $-132,957 | -20.19 % | $-28,050 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2007-08-10 | 2007-06-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 20,570 | Sold Some | -92,551 | -81.81 % | $513,016 | $414,691 | $-98,325 | -19.16 % | $442,394 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2007-05-15 | 2007-03-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 113,121 | No Change | 0 | 0 % | $3,153,813 | $2,280,519 | $-873,294 | -27.69 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2007-02-14 | 2006-12-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 113,121 | No Change | 0 | 0 % | $3,122,140 | $2,280,519 | $-841,620 | -26.95 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2006-11-14 | 2006-09-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 113,121 | No Change | 0 | 0 % | $2,954,721 | $2,280,519 | $-674,201 | -22.81 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2006-08-14 | 2006-06-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 113,121 | No Change | 0 | 0 % | $2,687,755 | $2,280,519 | $-407,236 | -15.15 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2006-05-15 | 2006-03-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 113,121 | Added More | 62,096 | 121.69 % | $2,409,477 | $2,280,519 | $-128,958 | -5.35 % | $-70,789 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2006-02-14 | 2005-12-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 51,025 | Sold Some | -15,400 | -23.18 % | $1,056,218 | $1,028,664 | $-27,554 | -2.60 % | $8,316 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2005-11-10 | 2005-09-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 66,425 | Sold Some | -239,050 | -78.25 % | $1,471,314 | $1,339,128 | $-132,186 | -8.98 % | $475,710 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2005-08-08 | 2005-06-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 305,475 | Added More | 52,850 | 20.92 % | $7,148,115 | $6,158,376 | $-989,739 | -13.84 % | $-171,234 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2005-05-05 | 2005-03-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 252,625 | Sold Some | -86,875 | -25.58 % | $5,792,691 | $5,092,920 | $-699,771 | -12.08 % | $240,644 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2005-02-10 | 2004-12-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 339,500 | Sold Some | -14,400 | -4.06 % | $7,923,930 | $6,844,320 | $-1,079,610 | -13.62 % | $45,792 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Westar Energy Inc | WR | US | Electric-Integrated | 353,900 | New Holding | 353,900 | 100 % | $8,015,835 | $7,134,624 | $-881,211 | -10.99 % | $-881,211 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2004-08-13 | 2004-06-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 0 | Sold All | -259,800 | -100 % | - | - | - | -0.68 % | $36,372 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2004-05-12 | 2004-03-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 259,800 | Sold Some | -56,800 | -17.94 % | $4,936,200 | $5,237,568 | $301,368 | 6.10 % | $-65,888 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2004-02-13 | 2003-12-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 316,600 | Added More | 144,200 | 83.64 % | $5,999,570 | $6,382,656 | $383,086 | 6.38 % | $174,482 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2003-11-14 | 2003-09-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 172,400 | Added More | 2,000 | 1.17 % | $3,453,172 | $3,475,584 | $22,412 | 0.64 % | $260 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2003-08-12 | 2003-06-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 170,400 | Sold Some | -4,900 | -2.79 % | $2,963,256 | $3,435,264 | $472,008 | 15.92 % | $-13,573 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2003-05-14 | 2003-03-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 175,300 | Sold Some | -7,200 | -3.94 % | $2,476,989 | $3,534,048 | $1,057,059 | 42.67 % | $-43,416 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2003-02-11 | 2002-12-31 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 182,500 | Sold Some | -5,800 | -3.08 % | $2,126,125 | $3,679,200 | $1,553,075 | 73.04 % | $-49,358 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
| 2002-11-14 | 2002-09-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 188,300 | New Holding | 188,300 | 100 % | $1,785,084 | $3,796,128 | $2,011,044 | 112.65 % | $2,011,044 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Westar Energy Inc |
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