Allworth Financial LP Evergy, Inc. Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Evergy, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 7,975 shares of EVRG stock, worth $520,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,975

Previous 4,321 84.56%

Holding current value

$520,049

Previous $267,000 83.52%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$59.06 - $65.0 $215,805 - $237,510	3,654 Added 84.56%	7,975 $490,000
Q3 2024 Oct 23, 2024	BUY	$52.46 - $62.01 $65,365 - $77,264	1,246 Added 40.52%	4,321 $267,000
Q2 2024 Jul 23, 2024	SELL	$49.56 - $55.74 $27,258 - $30,657	-550 Reduced 15.17%	3,075 $162,000
Q1 2024 Apr 25, 2024	SELL	$48.62 - $54.21 $77,889 - $86,844	-1,602 Reduced 30.65%	3,625 $193,000
Q4 2023 Jan 24, 2024	BUY	$48.05 - $53.37 $32,770 - $36,398	682 Added 15.01%	5,227 $272,000
Q3 2023 Oct 31, 2023	BUY	$50.42 - $61.56 $10,184 - $12,435	202 Added 4.65%	4,545 $230,000
Q2 2023 Jul 18, 2023	BUY	$57.02 - $63.68 $141,409 - $157,926	2,480 Added 133.12%	4,343 $253,000
Q1 2023 Apr 18, 2023	BUY	$57.15 - $64.96 $6,057 - $6,885	106 Added 6.03%	1,863 $113,000
Q4 2022 Jan 13, 2023	SELL	$56.27 - $63.52 $6,133 - $6,923	-109 Reduced 5.84%	1,757 $0
Q3 2022 Oct 18, 2022	BUY	$59.4 - $71.43 $12,889 - $15,500	217 Added 13.16%	1,866 $111,000
Q4 2021 Jan 21, 2022	BUY	$61.8 - $68.61 $370 - $411	6 Added 0.37%	1,649 $113,000
Q2 2021 Aug 02, 2021	SELL	$59.93 - $64.81 $4,794 - $5,184	-80 Reduced 4.64%	1,643 $99,000
Q1 2021 Apr 29, 2021	BUY	$52.41 - $60.16 $4,192 - $4,812	80 Added 4.87%	1,723 $103,000
Q4 2020 Jan 26, 2021	SELL	$50.82 - $58.59 $6,098 - $7,030	-120 Reduced 6.81%	1,643 $91,000
Q3 2020 Nov 03, 2020	SELL	$49.12 - $64.83 $12,918 - $17,050	-263 Reduced 12.98%	1,763 $90,000
Q2 2020 Jul 24, 2020	BUY	$51.75 - $65.1 $6,158 - $7,746	119 Added 6.24%	2,026 $120,000
Q1 2020 Apr 17, 2020	BUY	$44.92 - $73.91 $11,858 - $19,512	264 Added 16.07%	1,907 $105,000
Q1 2019 May 07, 2019	SELL	$54.84 - $59.87 $28,516 - $31,132	-520 Reduced 24.04%	1,643 $95,000
Q3 2018 Oct 30, 2018	SELL	$54.23 - $58.95 $9,490 - $10,316	-175 Reduced 7.49%	2,163 $119,000
Q2 2018 Aug 08, 2018	BUY	$50.65 - $57.04 $118,419 - $133,359	2,338 New	2,338 $131,000

Others Institutions Holding EVRG

# of Institutions

808

Shares Held

201M

Call Options Held

322K

Put Options Held

156K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $15B
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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Allworth Financial LP Evergy, Inc. Transaction History