Aevitas Wealth Management, Inc. Evergy, Inc. Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Evergy, Inc. stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 8,964 shares of EVRG stock, worth $473,209. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,964

Previous 9,057 1.03%

Holding current value

$473,209

Previous $538,000 4.83%

% of portfolio

0.33%

Previous 0.4%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	SELL	$56.27 - $63.52 $5,233 - $5,907	-93 Reduced 1.03%	8,964 $0
Q3 2022 Oct 24, 2022	SELL	$59.4 - $71.43 $4,811 - $5,785	-81 Reduced 0.89%	9,057 $538,000
Q2 2022 Jul 22, 2022	BUY	$60.14 - $72.62 $1,563 - $1,888	26 Added 0.29%	9,138 $596,000
Q1 2022 Apr 25, 2022	BUY	$60.2 - $68.34 $1,444 - $1,640	24 Added 0.26%	9,112 $623,000
Q4 2021 Jan 19, 2022	BUY	$61.8 - $68.61 $1,359 - $1,509	22 Added 0.24%	9,088 $624,000

Q3 2021 Nov 01, 2021	BUY	$61.39 - $69.26 $1,350 - $1,523	22 Added 0.24%	9,066 $564,000
Q2 2021 Jul 22, 2021	BUY	$59.93 - $64.81 $1,078 - $1,166	18 Added 0.2%	9,044 $547,000
Q1 2021 Apr 29, 2021	BUY	$52.41 - $60.16 $995 - $1,143	19 Added 0.21%	9,026 $537,000
Q4 2020 Jan 19, 2021	SELL	$50.82 - $58.59 $25,816 - $29,763	-508 Reduced 5.34%	9,007 $500,000
Q3 2020 Oct 22, 2020	SELL	$49.12 - $64.83 $23,823 - $31,442	-485 Reduced 4.85%	9,515 $484,000
Q2 2020 Jul 29, 2020	SELL	$51.75 - $65.1 $9,211 - $11,587	-178 Reduced 1.75%	10,000 $593,000
Q1 2020 Apr 16, 2020	SELL	$44.92 - $73.91 $7,950 - $13,082	-177 Reduced 1.71%	10,178 $560,000
Q4 2019 Jan 31, 2020	BUY	$62.14 - $66.28 $57,976 - $61,839	933 Added 9.9%	10,355 $674,000
Q3 2019 Oct 21, 2019	BUY	$60.16 - $67.31 $962 - $1,076	16 Added 0.17%	9,422 $627,000
Q2 2019 Jul 26, 2019	SELL	$56.41 - $61.34 $21,605 - $23,493	-383 Reduced 3.91%	9,406 $566,000
Q1 2019 May 09, 2019	BUY	$54.84 - $59.87 $932 - $1,017	17 Added 0.17%	9,789 $568,000
Q4 2018 Feb 14, 2019	SELL	$54.89 - $60.77 $21,022 - $23,274	-383 Reduced 3.77%	9,772 $555,000
Q3 2018 Nov 14, 2018	SELL	$54.23 - $58.95 $15,401 - $16,741	-284 Reduced 2.72%	10,155 $558,000
Q2 2018 Aug 10, 2018	BUY	$50.65 - $57.04 $528,735 - $595,440	10,439 New	10,439 $586,000

Others Institutions Holding EVRG

# of Institutions

744

Shares Held

195M

Call Options Held

223K

Put Options Held

991K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $12.1B
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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Aevitas Wealth Management, Inc. Evergy, Inc. Transaction History