Summit Global Investments Evergy, Inc. Transaction History

Summit Global Investments

$1.37 Billion
Q1 2025

A detailed history of Summit Global Investments transactions in Evergy, Inc. stock. As of the latest transaction made, Summit Global Investments holds 201,208 shares of EVRG stock, worth $13.9 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

201,208

Previous 154,314 30.39%

Holding current value

$13.9 Million

Previous $9.5 Million 46.06%

% of portfolio

1.01%

Previous 0.59%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$59.9 - $69.52 $2.81 Million - $3.26 Million	46,894 Added 30.39%	201,208 $13.9 Million
Q4 2024 Feb 11, 2025	BUY	$59.06 - $65.0 $2.32 Million - $2.55 Million	39,211 Added 34.07%	154,314 $9.5 Million
Q3 2024 Oct 31, 2024	SELL	$52.46 - $62.01 $832,172 - $983,664	-15,863 Reduced 12.11%	115,103 $7.14 Million
Q2 2024 Jul 22, 2024	BUY	$49.56 - $55.74 $789,837 - $888,328	15,937 Added 13.85%	130,966 $6.94 Million
Q1 2024 Apr 29, 2024	SELL	$48.62 - $54.21 $1.56 Million - $1.74 Million	-32,173 Reduced 21.86%	115,029 $6.14 Million
Q4 2023 Feb 06, 2024	BUY	$48.05 - $53.37 $7.07 Million - $7.86 Million	147,202 New	147,202 $7.68 Million
Q2 2023 Jul 18, 2023	SELL	$57.02 - $63.68 $148,594 - $165,950	-2,606 Reduced 2.98%	84,916 $4.96 Million
Q1 2023 May 04, 2023	BUY	$57.15 - $64.96 $57 - $64	1 Added 0.0%	87,522 $5.35 Million
Q4 2022 Jan 31, 2023	BUY	$56.27 - $63.52 $56 - $63	1 Added 0.0%	87,521 $5.51 Million
Q3 2022 Nov 14, 2022	SELL	$59.4 - $71.43 $1.72 Million - $2.06 Million	-28,897 Reduced 24.82%	87,520 $5.2 Million
Q2 2022 Aug 23, 2022	BUY	$60.14 - $72.62 $5.66 Million - $6.83 Million	94,099 Added 421.63%	116,417 $7.6 Million
Q1 2022 Apr 29, 2022	SELL	$60.2 - $68.34 $351,026 - $398,490	-5,831 Reduced 20.71%	22,318 $1.53 Million
Q4 2021 Feb 14, 2022	BUY	$61.8 - $68.61 $17,613 - $19,553	285 Added 1.02%	28,149 $1.93 Million
Q3 2021 Nov 08, 2021	BUY	$61.39 - $69.26 $1.39 Million - $1.57 Million	22,667 Added 436.16%	27,864 $1.73 Million
Q2 2021 Jan 28, 2022	SELL	$59.93 - $64.81 $306,002 - $330,919	-5,106 Reduced 49.56%	5,197 $315,000
Q1 2021 Jan 27, 2022	BUY	$52.41 - $60.16 $63,782 - $73,214	1,217 Added 13.39%	10,303 $613,000
Q4 2020 Feb 11, 2021	BUY	$50.82 - $58.59 $114,853 - $132,413	2,260 Added 33.11%	9,086 $504,000
Q3 2020 Nov 16, 2020	SELL	$49.12 - $64.83 $145,051 - $191,442	-2,953 Reduced 30.2%	6,826 $347,000
Q2 2020 Aug 11, 2020	SELL	$51.75 - $65.1 $10.5 Million - $13.2 Million	-202,936 Reduced 95.4%	9,779 $580,000
Q1 2020 May 14, 2020	SELL	$44.92 - $73.91 $108,257 - $178,123	-2,410 Reduced 1.12%	212,715 $11.7 Million
Q4 2019 Feb 13, 2020	BUY	$62.14 - $66.28 $206,553 - $220,314	3,324 Added 1.57%	215,125 $14 Million
Q3 2019 Nov 08, 2019	BUY	$60.16 - $67.31 $263,079 - $294,346	4,373 Added 2.11%	211,801 $14.1 Million
Q2 2019 Aug 16, 2019	SELL	$56.41 - $61.34 $127,035 - $138,137	-2,252 Reduced 1.07%	207,428 $12.5 Million
Q1 2019 May 14, 2019	BUY	$54.84 - $59.87 $134,632 - $146,980	2,455 Added 1.18%	209,680 $12.2 Million
Q4 2018 Feb 08, 2019	BUY	$54.89 - $60.77 $11.4 Million - $12.6 Million	207,225 New	207,225 $11.8 Million

Others Institutions Holding EVRG

# of Institutions

849

Shares Held

204M

Call Options Held

172K

Put Options Held

184K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $15.8B
Description
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in Kansas and Missouri, the United States. It generates electricity through coal, hydroelectric, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. The company has appr...

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Summit Global Investments Evergy, Inc. Transaction History