Ae Wealth Management LLC Evergy, Inc. Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 5,392 shares of EVRG stock, worth $338,617. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,392

Previous 26,837 79.91%

Holding current value

$338,617

Previous $1.42 Million 76.5%

% of portfolio

0.0%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$52.46 - $62.01 $1.13 Million - $1.33 Million	-21,445 Reduced 79.91%	5,392 $334,000
Q2 2024 Aug 12, 2024	BUY	$49.56 - $55.74 $954,178 - $1.07 Million	19,253 Added 253.86%	26,837 $1.42 Million
Q1 2024 May 15, 2024	SELL	$48.62 - $54.21 $1.45 Million - $1.62 Million	-29,905 Reduced 79.77%	7,584 $404,000
Q4 2023 Feb 14, 2024	BUY	$48.05 - $53.37 $199,888 - $222,019	4,160 Added 12.48%	37,489 $1.96 Million
Q3 2023 Oct 11, 2023	SELL	$50.42 - $61.56 $31,613 - $38,598	-627 Reduced 1.85%	33,329 $1.69 Million
Q2 2023 Jul 10, 2023	BUY	$57.02 - $63.68 $22,693 - $25,344	398 Added 1.19%	33,956 $1.98 Million
Q1 2023 Apr 14, 2023	BUY	$57.15 - $64.96 $95,783 - $108,872	1,676 Added 5.26%	33,558 $2.05 Million
Q4 2022 Jan 31, 2023	BUY	$56.27 - $63.52 $98,359 - $111,032	1,748 Added 5.8%	31,882 $2.01 Million
Q3 2022 Oct 25, 2022	BUY	$59.4 - $71.43 $48,232 - $58,001	812 Added 2.77%	30,134 $1.79 Million
Q2 2022 Aug 03, 2022	SELL	$60.14 - $72.62 $2,826 - $3,413	-47 Reduced 0.16%	29,322 $1.91 Million
Q1 2022 Apr 18, 2022	BUY	$60.2 - $68.34 $114,741 - $130,256	1,906 Added 6.94%	29,369 $2.01 Million
Q4 2021 Jan 20, 2022	BUY	$61.8 - $68.61 $199,490 - $221,473	3,228 Added 13.32%	27,463 $1.88 Million
Q3 2021 Nov 01, 2021	BUY	$61.39 - $69.26 $940,985 - $1.06 Million	15,328 Added 172.09%	24,235 $1.51 Million
Q2 2021 Jul 21, 2021	BUY	$59.93 - $64.81 $75,152 - $81,271	1,254 Added 16.39%	8,907 $538,000
Q1 2021 Apr 27, 2021	SELL	$52.41 - $60.16 $73,636 - $84,524	-1,405 Reduced 15.51%	7,653 $456,000
Q4 2020 Feb 01, 2021	BUY	$50.82 - $58.59 $32,219 - $37,146	634 Added 7.53%	9,058 $503,000
Q3 2020 Nov 06, 2020	BUY	$49.12 - $64.83 $55,358 - $73,063	1,127 Added 15.44%	8,424 $428,000
Q2 2020 Aug 05, 2020	BUY	$51.75 - $65.1 $55,269 - $69,526	1,068 Added 17.15%	7,297 $433,000
Q1 2020 May 07, 2020	SELL	$44.92 - $73.91 $10,017 - $16,481	-223 Reduced 3.46%	6,229 $343,000
Q4 2019 Jan 15, 2020	BUY	$62.14 - $66.28 $28,460 - $30,356	458 Added 7.64%	6,452 $420,000
Q3 2019 Nov 05, 2019	BUY	$60.16 - $67.31 $55,467 - $62,059	922 Added 18.18%	5,994 $399,000
Q2 2019 Jul 22, 2019	BUY	$56.41 - $61.34 $54,604 - $59,377	968 Added 23.59%	5,072 $305,000
Q1 2019 May 14, 2019	BUY	$54.84 - $59.87 $2,248 - $2,454	41 Added 1.01%	4,104 $238,000
Q4 2018 Feb 15, 2019	SELL	$54.89 - $60.77 $2,415 - $2,673	-44 Reduced 1.07%	4,063 $231,000
Q3 2018 Nov 14, 2018	BUY	$54.23 - $58.95 $222,722 - $242,107	4,107 New	4,107 $226,000

Others Institutions Holding EVRG

# of Institutions

779

Shares Held

202M

Call Options Held

239K

Put Options Held

166K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $14.4B
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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Ae Wealth Management LLC Evergy, Inc. Transaction History