Advocate Group LLC Evergy, Inc. Transaction History

Advocate Group LLC

$549 Million
Q1 2025

A detailed history of Advocate Group LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Advocate Group LLC holds 139,509 shares of EVRG stock, worth $9.28 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

139,509

Previous 132,568 5.24%

Holding current value

$9.28 Million

Previous $8.16 Million 17.89%

% of portfolio

1.75%

Previous 1.54%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$59.9 - $69.52 $415,765 - $482,538	6,941 Added 5.24%	139,509 $9.62 Million
Q4 2024 Jan 21, 2025	BUY	$59.06 - $65.0 $762,937 - $839,670	12,918 Added 10.8%	132,568 $8.16 Million
Q3 2024 Oct 08, 2024	BUY	$52.46 - $62.01 $261,303 - $308,871	4,981 Added 4.34%	119,650 $7.42 Million
Q2 2024 Jul 10, 2024	BUY	$49.56 - $55.74 $120,034 - $135,002	2,422 Added 2.16%	114,669 $6.07 Million
Q1 2024 Apr 25, 2024	BUY	$48.62 - $54.21 $719,721 - $802,470	14,803 Added 15.19%	112,247 $5.99 Million
Q4 2023 Jan 19, 2024	BUY	$48.05 - $53.37 $470,121 - $522,172	9,784 Added 11.16%	97,444 $5.09 Million
Q3 2023 Oct 17, 2023	SELL	$50.42 - $61.56 $110,268 - $134,631	-2,187 Reduced 2.43%	87,660 $4.44 Million
Q2 2023 Jul 20, 2023	BUY	$57.02 - $63.68 $796,341 - $889,354	13,966 Added 18.41%	89,847 $5.25 Million
Q1 2023 Apr 19, 2023	BUY	$57.15 - $64.96 $1.39 Million - $1.58 Million	24,279 Added 47.05%	75,881 $4.64 Million
Q4 2022 Jan 18, 2023	BUY	$56.27 - $63.52 $1.79 Million - $2.02 Million	31,841 Added 161.13%	51,602 $0
Q3 2022 Oct 19, 2022	BUY	$59.4 - $71.43 $490,050 - $589,297	8,250 Added 71.67%	19,761 $1.17 Million
Q2 2022 Jul 27, 2022	BUY	$60.14 - $72.62 $692,271 - $835,928	11,511 New	11,511 $751,000

Others Institutions Holding EVRG

# of Institutions

906

Shares Held

202M

Call Options Held

709K

Put Options Held

154K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $15.3B
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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Advocate Group LLC Evergy, Inc. Transaction History